Riksbank minutes said if growth and inf remain on their current path the bank expects to begin tightening later this year; policy rate is unchanged at 1.75%. Governor Thedéen said a November rate increase would be reasonable. The bank has held rates since September 2025. A weak Swedish krona has lifted inf pressure, and with markets expecting another ECB hike this year Riksbank tightening in the coming months is seen as likely, though some analysts expect action only in December.

Phil Clifton, founder of Pomerium Capital Management LLC and a protege of Michael Burry, said in a Sept. 29 investor letter that his August visits to South Korea and Japan—during which he met about 20 companies—left him “especially wary” of management incentive structures in the South Korean market. He wrote that while many Korean firms show healthy margins and steady growth and the market can appear like a “capitalist paradise,” misalignments between management and minority shareholders mean discounts to global peers often cannot be captured, particularly at firms where founding families retain significant control.

德國經濟部發言人：此舉是與德國總理默茨達成一致後採取的。