Danske Daily - 26 February 2018

Published 02/26/2018, 01:43 AM

Market movers today

The key focus for financial markets this year (and trigger of the surge in market volatility) has been inflation and this week will by no means be different. On Wednesday, both preliminary core and headline HICP numbers for the eurozone are due out and on Thursday the Fed's preferred inflation gauge, the PCE core inflation (and headline) numbers are due.

This morning, we are launching a one-week research series on inflation with a piece on global inflation pressures, see Global Inflation: US stimulus and closing output gaps pose upside risk , 26 February 2018. This will be followed by deep dives into inflation dynamics in the euro area, Scandi region and emerging markets, ending with FX and fixed income implications.

ECB President Mario Draghi is attending a hearing in the European Parliament at 15:00 CET: It is the first time in three weeks he will have spoken publicly and the second time since the January meeting. We doubt he will reveal new thoughts on the revisit of forward guidance, but as the hearing could be quite lengthy, we will watch out for any hints, also when he goes off script/introductory remarks.

In the US , speeches by St. Louis Fed President James Bullard and Fed Governor Randal Quarles are due, focusing on the state of the US economy.

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