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외환/환율 📈 긍정적

Swedish Krona: Riksbank path a headwind for Swedish Krona – BBH

요약

Brown Brothers Harriman’s (BBH) Elias Haddad argues that Sweden’s benign inflation and spare capacity support an extended Riksbank hold. While the central bank projects its policy rate at 1.75% until late 2026, swaps price a more aggressive tightening path.