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Inflation to remain below Riksbank's forecastData set to be important after allQuick comment on Debt Office figures Time to sell SGB10Y ASW - Take profit in long-end relative flattener Add to the...
Market movers today In the US focus today is on the US Michigan consumer sentiment indicator, which will give us more details about the activity in the US service sector and private consumption growth...
A phase one deal is still on track and is set to include some tariff roll-backs. The likely timing and location of the signing are still unclear, though. Chinese stocks and the CNY cheered on the...
In October, euro area PMIs stabilised around their previous levels, which raises the question: have we reached the trough, or does a further slowdown lie ahead? In support of the 'trough view',...
Market movers today Today's key event is the U.S. labour market report after the surprise message from the FOMC on Wednesday. Based on the Markit PMI employment sub-index, we should expect a fairly...
Further headwinds for the SEK despite December hike We stay long EUR/SEK in the FX Trading Portfolio but raise stop to entry We reiterate our EUR/SEK forecast, but stress that downside risks have...
Market Movers Today Today we have a busy schedule ahead of us. The FOMC meeting tonight (at 19:00 CET) is today's highlight, where we expect another 25bp . Also today, the first estimate of GDP growth...
The latest IMM data covers the week from 15 October to 22 October 2019Non-commercial FX positioning Non-commercial commodity positioning IMM overview table for FX and...
Market Movers Today We have a slow start to a very important week today. Today we get euro area monetary aggregates and loan data and Swedish trade balance is also released . After years of negative...
Market movers aheadWe expect the Fed to deliver another 25bp cut next week despite the internal disagreement within the FOMC. Economists are divided evenly on whether the Fed will cut but markets have...
US and China are still on track for a 'phase one' trade deal in mid-November. US vice president Mike Pence delivers hawkish speech on China in a talk that also seemed calibrated not to ruin trade...
Market movers today After a very hectic day yesterday with key central bank meetings and releases, we are looking for a quieter day on the data release front.In the euro area, we get the German Ifo...
We expect the Bank of Japan (BoJ) to keep the policy rate and yield curve control unchanged at the next monetary policy meeting ending on Thursday 31 October. However, it is set to make great efforts...
Since late August, global and European rates have risen markedly. While it is difficult to pinpoint a single trigger, a combination of factors ranging from less geopolitical risks to central banks on...
We expect the Riksbank to lower the short end of the rate path, indicating that a hike will not come until next year. EUR/SEK has on average climbed eight figures open/close when the rate path was...
Market movers today It is a very quiet day on the data release front. Brexit will continue to catch the limelight with the Boris Johnson government trying to push through his Brexit law in the House...
Next week's ECB meeting is Draghi's final meeting before leaving office on 31 October. Despite lower inflation expectations, we do not expect any new policy measures/changes as the September package...