Frida Infante, a Rates Strategist, joins Khagendra Gupta to delve into the Scandinavian interest rate markets. They highlight the evolving economic landscape in Sweden and Norway, touching on recession risks and central bank policies. Frida reveals how Sweden's increased bond issuance impacts swap spreads and discusses the bullish trends in NIBOR yields driven by positive macroeconomic indicators. Together, they navigate the complex interplay between fiscal policies and market dynamics, offering insights into future investment strategies.
