Danske Markets

Uncertainty is rising ahead of the French electionGerman yields trade lower and DKK strengthens Higher yields is an H2 17 theme EUR/USD to trade lower near term but still higher longer term To read...

In the US, capital goods orders data for January is due out. These figures will give us a first impression of whether investments continue to gain momentum as seen during the second half of 2016.In...

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

In Sweden , focus turns to GDP data (Tuesday, 09:30 CET). We estimate an outcome around at or a tad above 2% y/y in calendar-adjusted terms (implying, in the absence of revisions, slightly above 0.5%...

Wage negotiations - a smooth ride.In the meantime, some data. A QE exit more than priced in 4-5Y SGBs. To read the entire report Please click on the pdf File Below

Market movers ahead In the US , Donald Trump's speech to Congress on Tuesday will be monitored closely, as a few weeks ago he promised that he would announce 'something phenomenal in terms of tax'. In...

Holding an EU/euro referendum would be difficult for Le Pen without strong parliamentary backing.EUR periphery spread widening if Le Pen wins but ECB to stand ready to ease financial...

Today is another quiet day in terms of major economic data releases.In the US today, we are due to get the final figures from the University of Michigan in February. Although the preliminary figure...

German bonds are trading strong amid a pickup in safe haven flows and need for high quality collateral. So far, SGBs have not performed significantly despite the Debt Office cutting bond supply in...

Today, we have a very thin calendar with no major economic data releases.As expected, the FOMC minutes released late last night gave little news, as many FOMC members have already expressed their...

As expected, we did not get much new from the FOMC minutes. The FOMC members think the economy continues to improve but that 'Trumponomics' make the outlook more uncertain.Although 'many participants'...

Chinese house prices cooled further in January - especially in tier-1 cities. We look for further moderation in the Chinese housing market this year as tightening measures work their way through the...

In the US, the FOMC minutes from the February meeting are due out. The statement did not contain much interesting news but the minutes may enlighten us on the different stances within the FOMC. We do...

Kommuninvest will introduce a new bond on 22 February (depending on market conditions). The bond matures on 22 February 2023.The coupon rate is set at 0.75% and the ISIN code is SE0009662943. To read...

Market movers today In the US, service and manufacturing PMIs for February are due to be released. Both PMIs are at levels indicating a tailwind for the overall economy and have furthermore been...

Market movers today We have a very light data calendar ahead of us today where US markets are closed due to President's Day. The data calendar for this week is also relatively light. The most...