法国兴业银行:瑞典克朗近期下跌后估值偏低

格隆汇
Jul 08

法国兴业银行的Kit Juckes表示,随着低利率继续拖累该货币,瑞典克朗估值显得偏低。“按实际有效汇率计算,瑞典克朗比2023年的低点高出6%,但在过去20年里,按实际价值计算,它已经贬值了18%。”周三的数据显示,6月份固定利率消费者价格指数(CPI)回落至1.3%,这不支持瑞典央行加息。然而,5月份经济增长率加速至3.9%。他表示,瑞典相对于欧元区的经济优异表现可能吸引资本流入,并最终对通货膨胀产生影响。

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