Goldman Sachs

Global FX Strategy 2026

LIVE10 January 2026USD bearish

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USD/SEK

Name: Investment Bank FX Research Directory
Creator: FX Bank Forecast
License: https://fxbankforecast.com/terms
Keywords: bank FX research, investment bank reports, FX strategy, institutional research directory, bank forecasts

Bullish SEK on regional growth recovery and fiscal stimulus benefits. Sweden's r

Bullish

GS Forecast Path

Cross-Firm Forecast Comparison

Key Drivers

Riksbank easing benefits

Fiscal expansion

Regional growth

M&A flow support

All Firm Targets (Dec '26)

GSBullish8.90

JPMBullish8.83

BARCBullish8.80

MSBullish8.75

MUFGBullish8.70

BofABullish8.65

DBStrongly Bullish8.50

INGBullish8.44

Analysis Summary

Bullish SEK on regional growth recovery and fiscal stimulus benefits. Sweden's rate-sensitive economy stands to gain from Riksbank easing. Cross-border M&A flows turning supportive. EUR/SEK downside our preferred expression.

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