A bullish Riksbank
=> Here we are tracking the Riksbank meeting on Wednesday with hikes expected to come in either December or February.
=> We expect December to remain on the cards and continue supporting a bullish SEK tone.
=> On the Swiss side, as you all know from our previous ideas Swiss investors positions in foreign assets remain largely FX hedged so there is little concern for a sudden appreciation for CHF.
=> The risk to our thesis will be a Riksbank taking December and February off the table (markets are not expecting).
=> Good luck all those trading this one in live
=> We expect December to remain on the cards and continue supporting a bullish SEK tone.
=> On the Swiss side, as you all know from our previous ideas Swiss investors positions in foreign assets remain largely FX hedged so there is little concern for a sudden appreciation for CHF.
=> The risk to our thesis will be a Riksbank taking December and February off the table (markets are not expecting).
=> Good luck all those trading this one in live
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.