Macro Forecasting – New drivers of inflation

September 3, 2018Macro Forecasting, Variable selection

Over the last few decades, structural changes have affected the drivers of inflation, from domestic factors on which central banks normally focus, such as wages, productivity and inflation expectations, to more global factors. Analyses performed using a new forecasting tool support these results. The latest information available indicates that inflation in Sweden will fall to … Read More

Market forecasting – 3 ways to find the market dynamics

April 16, 2018Variable selection

I often stumble across professionals working closely with the market which explains the dynamics and drivers of the market with a story. A story with great compassion which captivates and convinces in almost a heroic way. I recently started to dig into what the story was based upon and realized that it might not have … Read More