Day: March 25, 2026

Government formation faces prolonged negotiations – Nordea

Government formation faces prolonged negotiations – Nordea

Nordea’s Group Chief Economist Helge J. Pedersen notes that the Danish parliamentary election has produced a highly fragmented Folketing, with 12 parties entering parliament and no majority for either the red or blue bloc. The Moderates, led by Lars Løkke Rasmussen, now hold the balance of power. Pedersen highlights that complex negotiations could delay forming […]

Energy scenarios shape BoE outlook – ING

Energy scenarios shape BoE outlook – ING

ING’s James Smith outlines scenarios for UK inflation, with current energy prices implying a brief 4% peak in autumn and ING’s base case of easing disruption pointing to a 3.5% peak in September. He notes inflation should fall near term, with Ofgem’s July cap change key, and sees 2025 as the better guide to economic […]

War-driven inflation outlook reshapes rate path – Nomura

War-driven inflation outlook reshapes rate path – Nomura

Nomura’s Global Markets Research team notes UK CPI inflation held at 3.0% year-on-year in February, matching Bank of England (BoE) forecasts. Services inflation stayed sticky, but core measures eased slightly. With the Iran war pushing up energy and fuel costs, Nomura now expects the Bank of England to keep rates on hold throughout its forecast […]