Danske Markets

The highlight of the calendar today is the OPEC meeting in Vienna. Since late September, OPEC has worked on a deal to limit or cut output to support oil prices. There is no prescheduled time for an...

OPEC is set to have its semi-annual meeting in Vienna tomorrow, where it aims to agree on a deal to limit or cut oil output.We list five reasons why we do not think an OPEC deal would matter much for...

Markets believe in Trump's promises of fiscal easingGlobal manufacturing sector improving Upward risk to interest rates and yields USD to strengthen further in coming months before turning To read the...

It is a fairly thin release calendar today, so the market will probably be focused on signals from OPEC countries ahead of the meeting tomorrow and possible implications of the Italian referendum on...

Today, German retail sales figures for October are due to be released. We have seen two consecutive monthly declines in August and September and we expect a bounce back in October. However, the...

In Sweden , the week ahead is quite busy. Exempli gratia, Q3 GDP data (due out Tuesday at 09:30 CET), where we estimate an outcome of 0.2% q/q and 2.7% y/y. On Monday (at 09.30 CET), retail sales and...

Political super cycle is not over yet - elevated political uncertainty still a major market theme.We think an imminent 'Italexit' seems unlikely for now. Solid US data lends support to reflation...

Swedish household lending data is due to be released today. Lending for housing purposes will be of particular interest, as the latest print (September) of 8.2% y/y was a bit lower than the peak in...

Covered bond spreads, pro et contra.Currency hedging our inflation forecast. To read the entire report Please click on the pdf File Below

In the euro area, German Ifo business expectations are due to be released. October saw another significant increase in business expectations, which jumped to 106.1 from 104.5 in September. In line...

In the euro area, PMI figures for Germany and France for November are due to be released. The figures for October were strong and for the manufacturing PMIs a solid order-inventory balance - although...

The upcoming Italian constitutional referendum has developed more aspects than the bill and is seen as a way to express discontent with Prime Minister Renzi's government, the 2017 budget and the...

Euro area consumer confidence for November is due to be released at 16:00 CET. Consumer confidence improved to -8 in October versus August, but it is not certain that the positive trend will continue....

There are no significant key economic data releases due out today, but the ECB's Mario Draghi is due to speak today at 17:00. In addition, the Federal Reserves's Fischer (voter and neutral) is due to...

The latest IMM data covers the week from 8 November to the 15 November 2016To read the entire report Please click on the pdf File Below

In Sweden the week ahead contains the NIER's business and consumer confidence (Thursday at 09.00 CET) surveys and we also receive producer price data (Thursday at 09.30 CET) and statistics on...