In Sweden, the week ahead has infinitely more on the agenda than the quiet pastweek. NIER publishes new consumer and business confidence surveys (Wednesday,09:00 CET) as well as a new forecast (Wednesday, 09:15 CET), which should attractsome attention given the volatile state of industrial data.
We recommend buying Sweden 10Y government bonds on the back of seasonalityfactors, but be careful with the krona that might suffer for the same reasons.
In Norway Thursday takes centre stage with the Norges bank meeting and the newmonetary policy report. Both the domestic economy and the global economy havepanned out more or less as expected since the previous report in December. Hence,we do not anticipate any change in interest rates at this meeting, nor do we expectany significant adjustment of the interest rate path. Should be marginally positive forthe NOK.
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Danske Bank