Danske Markets

In the FOMC minutes released yesterday, it said that 'a change to the Committee's reinvestment policy would likely be appropriate later this year', provided that the economy continued to perform about...

Market Movers today The ECB minutes from the March meeting will be scrutinised for any hints and discussions within the Governing Council of the ECB contemplating hiking rates before a termination of...

Another grand centre-left-right coalition between CDU/CSU and SPD currently still seems to be the most likely outcome after the election, although centrist coalitions of Greens, FDP and either SPD or...

In terms of the economic development there was not much new in the FOMC minutes, as the FOMC members have already been quite outspoken since the meeting.However, as Yellen said at the press conference...

Yesterday's second TV debate again saw Emmanuel Macron as one of the candidates with the most convincing performance. Although Emmanuel Macron remains the favourite to win the second round run-off on...

A range of leading indicators for China point to slowing growth ahead led by a fading boost from infrastructure, slower housing later in '17 and a peak in our export model. The credit impulse is...

Market movers today The calendar is relatively empty today with US core capital goods being the only US key number. However, the busy Fed week continues with Daniel K. Tarullo speaking. In...

We estimate non-farm payrolls increased by 160,000 in March, a bit below the consensus estimate of 175,000.We estimate the unemployment remained at 4.7% and average hourly earnings increased 0.2% m/m,...

What's new? In Why EUR/USD should fall near term and rally medium term ,13 February, we discussed what we saw as the key EUR/USD positive/negative factors for the year ahead. As our belief in the...

True inflation expectations lower than statedNominal wages are affected too Don't count on much wage drift Powerful headwind for the Riksbank To read the entire report Please click on the pdf File...

Market movers today Today, ISM manufacturing for March is due out in the US. ISM manufacturing has soared over the past couple of months, emphasising that there is progress in manufacturing. In the...

Reflation has been the big theme since November and the driver of most financial markets. However, we believe some of the engines fuelling reflation are set to lose steam over the next three months....

The latest IMM data cover the week from 21 to the 28 March 2017To read the entire report Please click on the pdf File Below

Clients remain bullish on the Scandies, both vs EUR and USDClients stick to their newly adopted USD-bearish view SEK and NOK will appreciate on the back of a le Pen victory A majority of our clients...

In Sweden it is time for PMI (tomorrow at 08:30 CEST), which receives a great deal of financial market attention. Then, on Wednesday (at 09:30 CEST), Statistics Sweden (SCB) is due to publish February...

Market movers ahead In the US, the key event of next week is Friday's labour market report. We forecast it will show a total of 160,000 new jobs, an unchanged unemployment rate of 4.7% and monthly...