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Antje Praefcke, FX Analyst at Commerzbank, fears the worst: that the Riksbank's first interest rate cut could come as early as May.
When I look at the statements made by Riksbank Executive Council members in recent weeks, I fear that the Council is inclined to cut the key rate as soon as possible, i.e. as early as May.
And this is against the backdrop that the disinflation process has stalled in many countries, which is making many central banks cautious about initial interest rate cuts.
I guess that the Riksbank will not be cautious. Even the majority of the market already sees an interest rate cut of 25 bps in May but is still far from being fully convinced. If I am ultimately right in my assumption, I would no longer attribute any upside potential to the Krona.
风险提示:本文所述仅代表作者个人观点,不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证,对于基于该内容所采取的任何行为,不承担任何责任,除非另有书面明确说明。

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