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
관련 발행물
면책사항
이 정보와 게시물은 TradingView에서 제공하거나 보증하는 금융, 투자, 거래 또는 기타 유형의 조언이나 권고 사항을 의미하거나 구성하지 않습니다. 자세한 내용은 이용 약관을 참고하세요.