SEB
June 1, 2026
Nordic Alert: Hesitant Markets With Iran Still In Focus
Daily UpdateEquitiesRates Govt BondsCommoditiesReal EstateIndustrials
Global markets are focused on potential US-Iran negotiations regarding the Strait of Hormuz while the S&P 500 hits all-time highs. In the Nordics, Swedish housing sentiment is improving and GDP forecasts remain optimistic at 2.6% for 2026.
Key Takeaways
- 1.Potential geopolitical easing in the Middle East, specifically negotiations regarding the Strait of Hormuz, is buoying US equities despite ongoing conflicts.
- 2.The Swedish housing market shows resilience with price expectations rising and actual prices continuing a gradual upward trend.
- 3.SEB maintains an optimistic 2.6% GDP growth forecast for Sweden for the full year 2026, despite a weak Q1 performance.
Table of Contents
- Global key stories
- Nordic key stories
- Today's key events
- Market data
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Authors
Olle Holmgren
Securities
SPXBrent CrudeOMXS30US 10 Year Treasury
Themes
Geopolitical Tension vs. Diplomatic HopeNordic Housing Resilience
Regions
North AmericaEuropeAsia PacificSwedenUnited StatesChina
