Danske Markets

Equity markets have taken another leap higher as we had called for.However, fixed income and oil markets seem less bullish on long-term growth prospects, as the yield curve has flattened in the US and...

The US and China are likely to clash on how to deal with North Korea.The acceleration of deploying THAAD in South Korea is angering China. The North Korea issue is becoming more pressing as the regime...

Inflation risks pointing downOur expectation of data and the Riksbank suggests reversal in yield curve view To read the entire report Please click on the pdf File Below

We do not expect Bank of England (BoE) to make any policy changes at its March meeting. We expect BoE to maintain the Bank Rate at 0.25%, while leaving the targets for the stock of government bond...

The ECB kept all policy measures unchanged at today's meeting, which was in line with our expectations. However, Draghi had a hawkish tone during the Q&A session as he said the Governing Council...

The US February jobs report (14:30 CET) will be scrutinised intensively following the recent speculation about the prospect of a Fed hike on Wednesday next week. At the moment, it seems that it would...

Today's CPI inflation figure for China for February surprised sharply on the downside , falling to 0.8% y/y (consensus 1.7% y/y, previous 2.5% y/y).The decline was due mainly to a big fall in food...

The second ECB meeting of 2017 takes place today. The ECB acknowledged that 'there are no signs yet of a convincing upward trend in underlying inflation' at the last meeting in January. Even as...

Tonight, the UK government suffered its second defeat in the House of Lords in less than a week, as the Lords voted for an amendment to the EU bill demanding a 'meaningful vote' on the final Brexit...

German industrial production data for January (due at 08:00 CET) is likely to show a large monthly increase following the strong factory orders in December.The UK Spring Budget will be presented by...

The Norges Bank Regional Network Survey (RNS) has just been published. The key aggregate output index for the next six months rose to 1.02 (from 0.73 in Q4) indicating a further improvement in the...

It is another quiet day in terms of global data releases ahead of the ECB meeting on Thursday and the US jobs report on Friday.We have some important data releases in the Scandis today, not least in...

The jobs report for February due on Friday seems to be the last thing which potentially could halt a Fed hike at the upcoming meeting in March.We probably need to see jobs growth below 100,000, a...

In the week ahead, there is no data for Sweden being released.Note though that the Swedish National Debt Office (SNDO) is set to tap the markets. It will sell bonds in the May-25 and Nov-26 bonds....

Today is a very quiet day in terms of data releases. The most important release today is the Sentix investor confidence for March, which we estimate rose from 17.9 from 17.4 in February, as stock...

Key themes Commodity market fundamental factors were the key focus for the market at the beginning of the year following the implementation of the OPEC output cut deal, tightening of supply in the...