Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Sweden

Riksbank Will Be Among The First To Cut Rates
The Swedish krona was among the weakest G10 currencies on Wednesday following the Riksbank meeting. Although the central bank kept the benchmark rate unchanged as expected, the post-meeting communication was on the dovish side. The press release noted that…
Daily Insights
f_image_20240320_173317.PNG
What Is Sweden Telling Us About The Global Cycle?

In this joint Foreign Exchange Strategy and Global Investment Strategy Special Report, we assess economic activity in Sweden, a highly cyclical and trade-oriented economy, and its implications for the global growth outlook.

Foreign Exchange Strategy, Global Investment Strategy by Melanie Kermadjian, Chester Ntonifor
Base Effects Boost Swedish Headline Inflation
The stronger-than-anticipated acceleration in Sweden’s headline CPI inflation is unlikely to derail the Riksbank’s plan to pivot to policy easing this year. In particular, base effects from lower energy prices a year ago are behind the 1-point increase in…
Daily Insights
Sweden Riksbank Monitor Update
BCA Research’s European Investment Strategy service upgrades Swedish government bonds to neutral from underweight within European fixed-income portfolios. The Riksbank kept its policy rate steady at 4% last week. Governor Erik Thedéen and the Riksbank…
Daily Insights
f_image_20240202_111228.PNG
European Central Bank Monitor Update

Our Central Bank Monitors support European central bankers’ decision to hold rates steady. Find out what it means for European fixed-income portfolio allocation.

European Investment Strategy by Jeremie Peloso
Swedish Indicators Are Still Optimistic
Over the past few months, we have been highlighting that several indicators are pointing to an industrial recovery in Europe. Notably, Swedish indicators were a cause for optimism. The Swedish PMI’s new orders-to-inventories ratio has rebounded sharply over…
Daily Insights
German Factory Orders Disappoint
German factory orders sent a disappointing signal on Wednesday.  New orders at German factories unexpectedly declined by 3.7% m/m in October, disappointing expectations of a 0.2% m/m rise following two consecutive months of increase. The annual rate of…
Daily Insights
f_image_20231124_171436.PNG
Riksbank Post-Mortem And The Lessons For Other Currencies

This report looks at the prospects for the Swedish krona, following the pause by the Riksbank.

Foreign Exchange Strategy by Chester Ntonifor
The Riksbank Stands Pat
The Swedish krona was among the worst performing G10 currencies on Thursday after the Riksbank kept the policy rate unchanged at 4%, surprising consensus expectations of a 25bps hike. The post-meeting press release underscored that although inflation is…
Daily Insights
F_IMAGE_20231110_120733.PNG
Signs Of Cracks In DM Labor Markets

Labor markets are softening in most developed economies, as is usually the case in the lead-up to recessions. Our base case is that the global recession will begin in the second half of 2024, but we will be monitoring our MacroQuant model on a daily basis for confirmation.

Global Investment Strategy by Peter Berezin

Related Topics

Denmark Euro Area Iceland Norway Switzerland UK See more Topics