Danske Markets

There are no major market moving events scheduled for today.In the euro area, Sentix Investor Confidence is due to be released. In September, Sentix rose to 5.6 from 4.2 in August and we expect...

In Sweden , the week ahead will be all about inflation (Tuesday) and we calculate that inflation, no matter what measure (CPI, CPIF, CPIFexE), is set to come in 0.2 percentage points below the...

A wider gap - the Riksbank expects inflation to continue rising - we doubt it.We retain our view on Swedish fixed income market. To read the entire report Please click on the pdf File Below

Market Movers ahead Will the Fed hike rates in December or wait until next year?The coming week could tell us more about that, with important Fed speeches scheduled and minutes due from the September...

The September jobs report was not a smoking gun for the Fed.Nonfarm payrolls rose 156,000 in September, in line with our expectations of 160,000 but below consensus of 172,000. Thus it seems that the...

Upside risk to long-end bund yields on tapering discussion, inflationRisk of 'hard Brexit' has increased but GBP may stabilise near-term A Trump win in the US presidential election would be negative...

EUR/GBP temporarily overshot our 6M forecast at 0.92 and GBP/USD dropped to a 31-year low overnight in what is likely to have been an algorithmic trading-driven flash crash.EUR/GBP is technically...

We present our take on the economic and financial implications of the US presidential election. If Donald Trump becomes the next US President, it could trigger substantial fiscal easing and would also...

In the US, the September jobs report is due out today. Employment growth slowed in August as expected after two months of very strong jobs growth. This leaves average jobs growth over the summer at a...

The 2017 budget remains expansionary but most details had been leaked already.The budget is slightly less expansionary than Norges Bank's projections but will have only a minor effect on the rate path...

No major market movers today - the ECB is due to release the minutes from the meeting in September as well as a speech by Benoit Coeure at the IMF meeting.Norway. The budget for 2017 is due to be...

This is the first note based on a trip to China, talking to the IMF, Chinese banks and other institutions. We intend to publish four other short briefings in coming weeks on the most important issues...

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...

According to ECB officials the ECB is set to gradually wind down bond purchases once the QE programme ends , see Bloomberg . The ECB officials said an informal consensus has built among policymakers...

EUR/GBP has rallied substantially over the past week as Brexit has returned as a theme in the market.EUR/GBP is technically overbought and we see a high risk of a correction lower in connection with...

The key US data release today is the ISM non-manufacturing index (16:00 CET). The index fell from 55.5 to 51.4 in August, the lowest level since the crisis. As the US service sector has been the main...