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We believe that the world economy will avoid a recession and largely revert to its historical growth track this year and next. We also expect corporate earnings to rise this year and during 2025. Inflation will subside, and central banks will be able to cut their key interest rates, though at varying speeds and magnitudes. Valuations and general risk-taking among investors have climbed, but there is still upward potential.
The stock markets in Stockholm, Oslo and Copenhagen have repeatedly set new records this year. The combination of expected lower interest rates and record earnings for listed companies has fuelled this trend, but market sentiment is also bullish. Earnings forecasts have clearly improved lately, but at the same time key interest rate forecasts have worsened in recent months. After a fantastic six months, a period of consolidation should now be close at hand.
Our experts give you our current view on the development of the economy and stock exchanges (11 min).