Danske Daily - New Nordic Outlook

Published 10/02/2018, 05:23 AM

Market movers today

This morning, we published our quarterly Nordic Outlook, including our updated macro forecasts for the four Nordic economies . For an overview, see the Scandi section on page 2 or the full publication here .

In Denmark , FX reserve figures for September are due out at 16:00 CEST. Danmarks Nationalbank has not intervened for a long time but DKK traded on the weak side of the central parity rate against EUR for some days in September. Even if it turns out Danmarks Nationalbank had to buy DKK to counter the weakening of the currency, we do not expect that a unilateral rate hike is imminent. Danmarks Nationalbank has large foreign currency reserves, and we also expect the weak DKK to prove a temporary phenomenon.

In the UK , focus remains on the Conservative Party Conference and the development so far has shown that the party remains extremely divided on how to proceed with the Brexit negotiations. Ex foreign secretary and leading Brexiteer Boris Johnson is speaking today. We still believe PM Theresa May's room for manoeuvre is bigger after the conference and still think a 'decent Brexit' is the most likely outcome. See Brexit Monitor: Get ready for the end-game , 27 September.

We do not expect Fed Chair Powell to send any new signals in his speech at 18:45. In our view, the Fed is on autopilot at least until the neutral rate of 3.00% is reached, probably in June next year. See FOMC Review: Gradual Fed hikes are set to continue , 26 September.

To read the entire report Please click on the pdf File Below:

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