We probably see a cyclical peak in both the eurozone and Sweden and eventually it is likely to be a steeper slowdown in Sweden compared with the eurozone. In the meantime, CPIF-inflation is underpinned by a weak krona and higher energy prices. This, we think, will lead to a continued relative curve-flattener SWE vs eurozone.
SGB1061 likely to be cheap initially.
SGB1056 dear in ASW terms - sell SGB1056 (June 2032) vs SGB1057 (Nov 2023) in a forward ASW.
What if households pile into fixed rate mortgage loans?
Buy K2206 ASW as summer trade after underperformance
EUR/SEK - trade the range with options
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