콘텐츠로 건너뛰기
외환/환율 📉 부정적

Swedish Krona: Forecasts turned cautious – Nordea

요약

Nordea strategists concede their long‑standing positive view on the Swedish Krona (SEK) has not materialized and now adopt an agnostic stance. SEK has been hurt by Middle East‑related risk‑off flows, US tech outperformance, Riksbank policy lagging the ECB, and the "Scandie trade" favouring NOK. They say SEK strength requires lower Oil prices, easing inflation and lower global short rates.