This report previews the ECB Central Bank Forum in Sintra and assesses G10 FX movements, focusing on EUR/USD, SEK, and AUD. Analysts maintain a neutral near-term outlook on EUR/USD ahead of upcoming policy discussions.
Key Takeaways
- 1.The ECB Central Bank Forum in Sintra is the primary focus for FX investors, with the policy panel on 1 July featuring major central bank heads.
- 2.The Swedish SEK is currently a YTD laggard due to its nature as a high-beta EUR proxy, but prospects for improvement exist in H2 2026 due to Sweden's superior macro outlook.
Table of Contents
- Asia overnight
- EUR/USD: Sintra on my mind
- SEK: playing third fiddle?
- AUD: minute details
- Introducing RMA!
- Open trade recommendations
- Key events
- FX Research advanced tools
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Authors
Valentin MarinovDavid ForresterAlexandre Dolci
Securities
EURUSDAUDUSD
Themes
Central Bank Policy DivergenceECB Forum
Regions
EuropeAsia PacificUnited StatesSwedenAustralia