Skandinaviska Enskilda Banken AB首席策略师Namik Immelbäck称，如果美元兑日元在选举后急剧波动并 测试160关口，可能会引发干预；而2月11日的日本假期将提供一个流动性较低的市场，从而为干预提供 良机。 "假设高市早苗在2月8日的选举中获得绝对多数席位是最大风险溢价的回归，那么美元兑日元汇 率将触及160；如果高市早苗的选举结果不佳，那么美元兑日元汇率则可能回落至151"。"日本局势的发 展在全球范围内变得越来越重要，因为日本国债市场的陡峭化/功能失调存在引发全球范围内'期限溢 价'蔓延的风险"。"这或许可以解释为什么美国财政部/ 美联储会考虑帮助干预汇率，以改变市场叙 事"。单方面干预可能收效甚微，除非美国国债收益率也呈下降趋势，或者美国财政部也决定参与干 预。若要稳定日元和日本国债市场，一个可能的解决方案是 Skandinaviska Enskilda Banken AB首席策略师Namik Immelbäck称，如果美元兑日元在选举后急剧波动并 测试160关口，可能会引发干预；而2月11日的日本假期将提供一个流动性较低的市场，从而为干预提供 良机。 "假设高市 ...

Core Viewpoint - Smart Eye Aktiebolag is exploring the issuance of senior unsecured bonds amounting to SEK 300 million under a SEK 600 million framework with a three-year tenor [1] Group 1: Company Actions - Smart Eye has mandated Skandinaviska Enskilda Banken AB as the sole bookrunner for a series of fixed income investor meetings starting on December 8, 2025 [1]

Group 1 - Danske Bank has closed its equity capital markets operations in London to focus on enhancing its position in the Nordic region, particularly in Stockholm [1][2] - The closure resulted in the termination of five employees from the London equity syndicate team [1] - Danske Bank's investment banking division head described the change as a strategic milestone in the bank's capital markets strategy, aiming to expand advisory services in the Nordic markets as part of a five-year plan initiated in 2023 [2] Group 2 - The bank intends to become a leading retail and private banking institution in Sweden, targeting business owners and clients with complex needs [3] - Significant appointments have been made to strengthen investment banking capabilities, including the recruitment of Carl Rosenius from Skandinaviska Enskilda Banken AB as co-head of investment banking and head of corporate finance in Stockholm [3][4] - Under Rosenius's leadership, Danske Bank has added four more bankers from SEB and Nordea Bank Abp, with further recruitment expected [4] Group 3 - Danske Bank has integrated BlackRock's Aladdin Wealth platform to enhance its investment services, aiming to provide a more comprehensive and efficient wealth advisory service to its investment customers [4]

(Bloomberg) -- Danske Bank A/S has closed down its equity capital markets operations in London as it doubles down on Stockholm in a bid to become a top Nordic investment bank.  Five people from the London equity syndicate team were dismissed in the shakeup, which took effect in June, according to the lender. The move marks a “strategic milestone” in the bank’s capital markets franchise push, Atilla Olesen, head of its investment banking division, said in an email to Bloomberg News.  As part of a five-yea ...

Core Viewpoint - Ericsson is expanding its treasury stock to provide shares for its Long-Term Variable Compensation Programs LTV 2025 and LTV 2024 for its executive team and other executives [1] Group 1: Acquisition Offer - The Board of Directors of Ericsson has resolved to make an acquisition offer to all holders of C shares, which will be conducted from May 5 to May 19, 2025, at approximately SEK 5 per share [2] - This acquisition is part of the financing for the Long-Term Variable Compensation Programs LTV 2025 and LTV 2024, involving all 23.1 million C shares that were resolved to be issued to Skandinaviska Enskilda Banken AB (SEB) [3] Group 2: Share Conversion - Once the acquisition of the 23.1 million C shares is completed, the Board intends to convert them into B shares, resulting in a total of 3,371,351,735 shares in Ericsson, including 261,755,983 A shares and 3,109,595,752 B shares [4]