Danske Markets

Canadian General Investments (CGI) is registered as a Canadian investment corporation, which confers favourable tax status; it is listed on both the Toronto and London stock exchanges. Given its broad...

The monetary policy report reveals that the majority of the board is concerned about the long-term outlook for (domestic) inflation. Specifically, there is now a discussion about the fact that wage...

Today's main event is the ECB meeting. Following the latest ECB meeting in early March, market participants have speculated about the sequencing of the ECB's exit strategy and some weeks ago, the...

We have a relatively light calendar today, with only a few data releases in store.The aftermath of the French elections is likely to fade as focus shifts towards the ECB monetary policy meeting...

The ECB's Bank Lending Survey is due for release. The latest report from January showed that loan growth continued to be supported by increasing demand across all loan categories, while credit...

We expect a slightly dovish tone from Mario Draghi at this week's ECB meeting, as the main message should be that the ECB is on autopilot with its current monetary policy. Draghi has recently said 'a...

Attention during the first hours of trading will be on the market digesting the outcome of the first round of the French presidential election which was held yesterday. See below in 'Selected market...

The latest IMM data covers the week from 11 April to the 18 April 2017.To read the entire report Please click on the pdf File Below

Market movers ahead There are no clear favourites in the first round of the French presidential elections, in which several candidates are EU sceptics. The ECB meets during the week and will probably...

As the first round of the presidential election approaches this Sunday, the result remains unpredictable and the market reaction afterwards will depend largely on the candidate combination in the...

A calendar of key events in the Commodities Market for the next two weeks.To read the entire report Please click on the pdf File Below

Elections in Europe come against the backdrop of the global business cycle looking to lose momentum.First round of French presidential elections too close to call. Relief rally expected if mainstream...

Key themes In the previous Commodities Market Guide, we highlighted that more hawkish central banks were a key downside risk to commodity prices in the near term. Since then, the Federal Reserve has...

Market movers today Markets are set for the big PMI day today, with releases out in the US, euro area and Scandi region alike and should give some hints as to whether our call that the business cycle...

Time for govies to start performing.Strong performance in SGBs amid positive net cash flow in past summers. To read the entire report Please click on the pdf File Below

While we continue to see further upside for 10Y German Bund yields on a 12M horizon, we expect no major changes in 2017. This is also the case for Swedish, Danish and Norwegian yields.We do not expect...