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在昨天瑞典公布CPI数据后，我正密切关注 $USDSEK 货币对。尽管通胀数据略低于预期，但瑞典央行上次会议的鹰派基调似乎仍在回响。我们目前看到 $USDSEK 报 9.72125，在最初下跌后，仍维持在昨天的区间内。
现在的问题是，瑞典央行还有多少收紧政策的空间，特别是如果核心通胀继续小幅降温的话。我的观察名单肯定会集中在即将公布的瑞典央行会议纪要和任何进一步的评论上；这似乎是一个关键的转折点，决定我们是会看到持续跌破 9.70，还是美元在此找到支撑。
That's a really interesting point about the Riksbank's hawkish tone still echoing, even with softer CPI. Do you think they'll try to maintain that stance for much longer if inflation continues to cool, or will they have to pivot eventually?
Interesting point about the Riksbank's runway. I'm wondering if a continued softening of inflation, even marginal, might give them pause, despite their prior hawkish stance. How much do you think they value the inflation target vs. not stifling growth too much?
Agreed, the Riksbank's persistent hawkish stance is key. If inflation continues to cool, it will be interesting to see how long they maintain that tone before considering a pivot.
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