Macro Dashboard
Cross-asset overview · institutional snapshot · auto-refresh 1m
Market Overview
8 instruments · 1WMorning Brief
institutional research note
Risk assets advanced as US 10Y eased and the dollar softened. OMX Stockholm 30 led European indices on industrial cyclicality, while VIX held below 20. Gold near record on continued central-bank accumulation; Brent contained in a tight range.
Lower yields + softer DXY + lower vol reads as a constructive risk-on backdrop. Breakevens stable suggests rate move is real-yield driven, supportive for duration-sensitive equities.
SEK exporters (Volvo, Sandvik, Atlas) benefit from softer USD/SEK translation. Real-estate rebound fading as rate-cut path stalls; defensives losing relative bid.
US PCE print, ECB speakers on cut path, Riksbank commentary on SEK weakness, and earnings tone from Nordic large-cap industrials.
US PCE print, ECB speakers on cut path, Riksbank commentary on SEK weakness, and earnings tone from Nordic large-cap industrials.
Macro Pulse
Key macro releases relevant for policy and markets
9 official indicators · Change = latest value minus previous release · Consensus = Trading Economics market consensus for the latest released observation
Policy Rates
key central bank rates · as of —
Live official sources where available (FRED, ECB, BoE, BoC, RBA, Riksbank, Norges Bank). Rows without a public API, or where a fetch failed, keep the last known value and show not verified since…. Not investment advice.