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Nordea Research and Institutional Analysis

Finvaulta tracks 108 research reports from Nordea, updated through October 12, 2026. Latest: Danish Inflation Is Again Above 2%.

Nordea research covering government bonds, macro, equities, and foreign exchange, published as Flash Comment, Macro & Markets, and Commissioned Equity Research. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection and is not affiliated with Nordea; views and forecasts belong to the named report issuers.

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Latest research

Danish Inflation Is Again Above 2%

Nordea·Oct 12, 2026

Danish headline inflation rose to a two-year high of 2.2% in September, while core inflation moderated slightly to 1.9%. Rising oil and gas prices from Middle East geopolitical tensions are expected to apply ongoing upward pressure, keeping inflation above 2% through most of 2027.

Sweden: Rebound in August

Nordea·Oct 9, 2026

Sweden's monthly GDP flash estimate grew 1.1% m/m and 3.5% y/y in August, rebounding from July's contraction. Nordea expects full-year growth around 3%, backing its forecast for the Riksbank to hike the policy rate to 2.00% in November.

Macro & Markets: Higher Yields, Heavier Debt

Nordea·Oct 9, 2026

Strong US economic growth has so far absorbed the pressure of multi-decade-high sovereign bond yields driven by real rates. However, slowing growth, rising term premia, reduced foreign and central bank demand, and high fiscal deficits pose major risks to debt sustainability in the US and Europe.

Compare with the previous edition (Oct 2, 2026)

Xplora Technologies: Monthly Subscriptions Update September 2026

Nordea·Oct 9, 2026

Xplora Technologies reported a September 2026 subscriber update showing 552k Xplora Kids subscribers at the close of Q3, beating Nordea's 539k estimate by ~2%. On the back of 100k gross inflows during the quarter, Nordea expects to make slight positive revisions to the segment ahead of Q3 reporting.

Compare with the previous edition (Sep 29, 2026)

Elanders: Looking Beyond Near-Term PPS Softness

Nordea·Oct 6, 2026

Nordea has adjusted its 2026E-28E EBITA estimates for Elanders down by 1% due to near-term weakness in Print & Packaging Solutions, slightly lowering its fair value range to SEK 44-100. However, medium-term fundamentals remain solid, driven by Supply Chain Solutions growth and lease cost reductions.

Compare with the previous edition (Aug 26, 2026)

Chief Economist's Corner: Resilience

Nordea·Oct 6, 2026

Despite geopolitical conflicts and rising energy prices, global economic growth is tracking trend growth at around 3% driven by heavy investment in AI and defence. However, mounting inflation has triggered further central bank rate hikes and pushed long-term yields to 15–20 year highs.

Compare with the previous edition (Aug 28, 2026)

Selected research

Selected for relevance; publication dates show when each report was written.

Europe's Energy Bill Meets Europe's Debt Bill

Nordea·Oct 2, 2026

Nordea maintains a constructive USD view against the euro, forecasting EUR/USD to weaken toward 1.14 at year-end and test 1.12 in H1 2027 before rebounding to 1.17 in H2 2027. The euro remains pressured by an asymmetric energy terms-of-trade shock, European fiscal divergence led by France, and supportive US rate differentials.

New Nuclear: Feedback from Videberg Kraft and Studsvik

Nordea·Sep 29, 2026

Nordea summarizes management discussions with Videberg Kraft and Studsvik regarding Sweden's first new nuclear projects in 40 years. Videberg Kraft's 1.5GW SMR plan could mobilize USD 20-25bn by 2035, directing approximately USD 9bn to local suppliers such as Alleima, Aker Solutions, Skanska, and NCC.