Danske Markets

A quantitative run through of the Swedish fixed income market, starting with the Riksbank and money markets before moving on to government and covered bonds.To read the entire report Please click on...

EUR/DKK is still trading close to Rohde's lower bound - the past three sustained rebounds in EUR/DKK have come after one or more Danish rate cuts.We look for EUR/DKK to stay low and the key policy...

Key themes 2017 The Riksbank can afford to be a bit more relaxed. QE extension beyond H1 17 in question. Near-term inflation deviations from Riksbank forecast insignificant - medium-term view...

Market movers today After some quiet days in terms of data releases, we have a busier day today. The most important release, which we look very much forward to, is the release of Swedish CPI inflation...

President-elect Donald Trump provided us with little new information on the future economic policy at his first press conference (including a Q&A session with journalists) since his victory...

FX Quant Strategy provides a quantitative overview of the currency market, including several valuation tools and monitors, focusing on the FX options market.This week we recommend two FX option...

As of 2 January, it has been possible for the ECB to undertake QE purchases below the level of the deposit rate 'to the extent needed '. In this note, we estimate how much buying below depo will be...

Market movers today We have another quiet day today in terms of data releases.The single most important event is President-elect Donald Trump's press conference in New York City, which is expected to...

In FX Top Trades 2017: How to position for the coming year , we recommended positioning for a lower EUR/NOK but highlighted short-term temporary headwinds for the NOK. Specifically, we recommended...

New research from Danske Bank MarketsSwedish inflation appears likely to have ended 2016 with a bang. Not only is it likely that December inflation outpaced the Riksbank's forecast slightly but CPIF...

PPI inflation surges to a new cycle high of 5.5% as higher commodity prices feed through. CPI inflation is still subdued at 2.1%. PPI inflation should peak soon if our forecast of more moderate...

Market movers today While it is a quiet day in terms of global market movers, there are some important data releases in the Scandis. We expect the Danish CPI index rose 0.1% m/m in December (0.6% y/y)...

Technicals and a solid NFP report should support a turn lower in EUR/USD.Fundamentally, growth and rate expectations should support the USD near term. We target a fall in EUR/USD to our 1M forecast at...

The latest IMM data covers the week from 27 December 2016 to the 3 January 2017To read the entire report Please click on the pdf File Below

Higher Swedish CPI expected in December. Sharply higher prices on airfare tickets along with a big jump in gasoline, which is only partially offset by lower electricity prices, is likely to have...

There are no big market movers today and markets this week will watch for comments from Fed members following the US employment report on Friday that showed the highest wage growth since 2009 (see...