Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

Today, we discuss why we expect Norges Bank to lift the rate path this week, signalling a full rate hike by Q2 22. We argue why, from a risk-reward perspective, it makes sense to position for higher short-end and belly rates, while any NOK strength is likely to be short lived. We also discuss whether the Fed’s FAIT has implications for the Riksbank. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Chief Strategist Kristoffer Kjær Lomholt and Chief Economist for Sweden Michael Grahn.

Om Podcasten

In our podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week.