Key themes 2017
The Riksbank can afford to be a bit more relaxed. QE extension beyond H1 17 in question.
Near-term inflation deviations from Riksbank forecast insignificant - medium-term view intact.
However, in order to avoid a too strong krona, the first hike is set to be postponed again.
Keep an eye on the Swedish krona and how it moves with the money-market curve.
Is this the end of Riksbank QE?
Expectations of a 'kick start' by Trump are high. Will it really materialise?
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