Danske Markets

Markets are struggling to grasp the policy uncertainties given the binary possible outcomes.However, the global economy is heading higher and the reflation theme remains intact. US yields should rise...

Market movers today The main event today is the meeting between UK PM Theresa May and US President Donald Trump . In our view, it is likely the two will say that the UK and US will 'renew their...

We expect the Fed to maintain the fed funds target range at 0.50%-0.75% in line with market pricing and consensus.As it is one of the lesser meetings without updated projections or a press conference,...

We present updated commodity price forecastsKey themes The OPEC and non-OPEC deal to cut output, La Niña weather and the demand-push from new US President Donald Trump's plan to increase...

We expect the Fed to maintain the fed funds target range at 0.50%-0.75% in line with market pricing and consensus.As it is one of the lesser meetings without updated projections or a press conference,...

Market movers today Today we get the first estimate of Q4 GDP growth in the UK. Q4 economic indicators such as the PMIs were solid in Q4 and the NIESR GDP estimate suggests GDP grew by 0.5% q/q, which...

Parliament - not the government - has the power to invoke Article 50.UK government does not need to consult assemblies in Northern Ireland, Scotland and Wales before triggering Article 50. We do not...

Market movers today In the euro area, the PMI figures are due to be released . The PMIs have improved significantly over the past few months in both manufacturing and services. However, the leading...

Market movers today In the euro area , the consumer confidence figure for January is due to be released today. Consumer confidence has improved since August 2016 despite political turmoil regarding...

The latest IMM data covers the week from 10 January to the 17 January 2017To read the entire report Please click on the pdf File Below

On Thursday (at 09.30 CET) in Sweden we receive producer prices, trade balance data and the labour force survey (including unemployment rate, employment etc.).On Friday, the NIER publishes the...

Vegetables shock in January inflation.Data good or bad for GDP? Next week (Wednesday) the Debt Office introduces the new 10Y SGB bond, SGB1060. We expect it to trade relatively cheaply when it is...

Trump inauguration, May's Brexit speech and China's presence at Davos may well mark the end of the world as we know it.Markets taking a relatively relaxed view on risk with the VIX index trading close...

President-elect Donald Trump will be sworn in today as the 45th President of the United States. The world will be watching the ceremony, which starts at 17:30 CET, and the inauguration speech in...

In this FX Edge we look into the impact on USD spot and FX forwards of changes in the US Treasury cash balance policy.The Treasury expects to draw down USD290bn from its deposits in Q1, which will add...

The ECB did not deliver any surprises at today's meeting. The main conclusion was that the ECB 'will continue to look through changes in HICP inflation if judged to be transient and to have no...