Danske Markets

Chinese official PMI manufacturing surprised on the upside , rising to 51.8 (consensus 51.7, previous 51.6). It points to still strong growth at the end of Q1. Caixin PMI manufacturing is due to be...

Market movers today In the euro area, focus remains on inflation with the release of the aggregate figure. We expect headline inflation decline to 1.6% in March, from 2.0% in February, driven partly...

FX Quant Strategy provides a quantitative overview of the currency market, including several valuation tools and monitors, focusing on the FX options market.Apart from a cheap implied volatility...

ECB sources and German inflation put things on track againWe maintain our view - how to play mortgage bonds?

In the euro area, the first inflation figures for March will be released today with the Spanish and German HICP inflation figures. We look for a decline in inflation in both countries reflecting lower...

PM Theresa May set to trigger Article 50 today - this presentation outlines future events to look out for.Brexit letter to the EU a few pages long, probably repeating PM May's 12 Brexit principles. PM...

The main event of the day is the Article 50 triggering by the UK and the EU's Brexit guidelines, which should be published within 48 hours of Article 50 being triggered.In the US, there are a number...

The rise in inflation to the ECB's 2.0% target for the first time since 2013 implies that market expectations have turned in favour of expecting a more hawkish stance from the ECB (a 50% probability...

It is a fairly thin data calendar today.In the US, we are due to get Conference Board Consumer Confidence for March. The preliminary numbers from the University of Michigan for March indicate that...

Theme: political uncertainty in Europe.Bond sell-off set to pause before resuming in autumn. Arguments for stronger USD are crumbling. To read the entire report Please click on the pdf File Below

The main event this week is set to be the UK's triggering of Article 50 on Wednesday. The first part of the negotiations will be centred on the 'divorce bill' for the UK. The EU has made it clear that...

The latest IMM data covers the week from 14 March to the 21 March 2017To read the entire report Please click on the pdf File Below

First out in Sweden is household lending on Monday (at 09:30 CEST). We will be looking for signs that the reacceleration in house prices is also feeding through to credit growth. On Tuesday (at 09:30...

Market movers ahead Comments from the last FOMC meeting indicated that the Fed will be willing to let inflation slightly overshoot the 2% target. Thus, we expect the PCE core inflation figures on...

Rising risk of a market correction.Less support to risk sentiment as we are close to a peak in global PMIs and the risk of Trump disappointing the markets is increasing. Monetary policy set to stay...

In the US, PMI manufacturing for March is due out today. Given that Markit PMI was significantly below the level suggested by ISM and Empire in February, one could be tempted to call for an increase...