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5 Things We Watch – Governor panel discussion, EU Fragmentation, Riksbank, EU Banks & The EM rate cycle

5 Things We Watch – Governor panel discussion, EU Fragmentation, Riksbank, EU Banks & The EM rate cycle

It’s Wednesday, and that calls for us to dissect 5 topics that we follow in Global Macro currently. What to expect from today’s panel discussion between governors? How is it going with the ongoing fragmentation of Europe? And will Riksbank hike 50bps like Norge’s bank? Find out here.

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Trade alert: SEK into Riksbank!

Trade alert: SEK into Riksbank!

We find risks of a hawkish address from the Riksbank underappreciated and see 50bps as our base-case. The Riksbank needs to stop the bleeding in the SEK or at least attempt to and even the doves such as Flodén know it.

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FX Watch: The Scandinavian FX massacre

FX Watch: The Scandinavian FX massacre

Norges Bank finally made a decent attempt at underpinning the NOK, but the issue is that rates don’t really matter for the NOK. They matter a bit more for the SEK, which makes a SEK long tempting ahead of next week. Is the Scandi bloodbath over?

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