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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 16
SEK
WATCH Sweden is "warming" to the Euro to bind itself to a "big economic bloc" amidst threats from Russia and uncertainty regarding US foreign policy (Greenland claims). If the inquiry proceeds, the market will begin pricing in a convergence of the Swedish Krona (SEK) to the Euro (EUR). Historically, candidate currencies stabilize or appreciate toward their peg rate prior to accession. Monitor the EUR/SEK cross. A credible move toward adoption is structurally bullish for the SEK (Short EUR/SEK) as it aligns with the stronger Eurozone core. Memories of the Eurozone debt crisis could lead to a public rejection, causing SEK volatility to return. Bloomberg Markets
Sweden Warms to Euro on Trump's World Order, ...