2025-06-16-花旗集团-北欧经济_瑞典央行预览_跟随欧洲央行至2_11页_192kb

Summary

Citi Research anticipates the Riksbank will cut interest rates to 2% following the ECB's June reduction, aligning with market expectations given the current economic conditions. The analysis highlights several downturns, including mixed GDP growth data, weakening consumer sentiment, a strong krona that hinders exports, and higher US tariffs affecting Sweden's export-intensive economy. Core inflation has returned to the target range, but risks from currency appreciation and energy price increases could lead to further easing. A 25bp cut to 1.75% is expected later in the summer, underscoring Citi's dovish stance relative to market consensus.