Danske Markets

On several occasions, we have argued that one of the most obvious effects of the Riksbank's QE purchases can be seen in the ASW curve. Longer dated bonds (10Y) have been trading dear since Riksbank...

We estimate non-farm payrolls increased 160,000 in September, below consensus of 170,000 , but slightly higher than the job growth of 151,000 in August. In September, signals on employment growth are...

We have a fairly thin data calendar ahead of us today. Markets will continue to focus on the resolution of the Deutsche Bank (DE:DBKGn) issue and political developments in the US, UK, Italy and...

Clients generally see a rebound in the SEK vs EUR, stabilizing in EUR/NOK just below 9.00, and EUR/USD to move sideways within a tight range.Clients generally think that both Norges Bank and the...

New research from Danske Bank Markets Prime Minister Theresa May said that the UK will trigger Article 50 'before the end of March' next year, implying that the UK will officially leave the EU in...

In the US, September figures for both the ISM manufacturing index are due out. Together with ISM non-manufacturing index, these indices declined sharply in August, indicating that growth has also...

The latest IMM data cover the week from 20 to 27 September 2016To read the entire report Please click on the pdf File Below

In Sweden we receive industrial orders and production on Wednesday at 09:30 CEST. We would like to see a stronger trend but we fear a moderation of growth rates. PMIs from both manufacturing and...

Market movers ahead In the US , we are due to get several important data releases, which will be key for the Fed's decision whether or not to hike later this year. In particular, focus is on the jobs...

OPEC supply cut is not a game changer.Protectionism and geopolitics pose risks for global growth. Core interest rates in Europe to stay depressed despite higher HICP inflation. Europe's banking woes...

Shorter-dated EUR/DKK FX forwards have recovered from the low levels they traded at before the summer to a level close to where they trade in normal times.Renewed focus on political risks in Europe...

Market movers today The markets will continue to monitor the problems with Deutsche Bank (DE:DBKGn) today. Regarding key figures, there is focus on Euroland inflation, which is expected to increase,...

Political uncertainty loomsFed on hold this year USD set to be range bound through 2016, then to weaken To read the entire report Please click on the pdf File Below

New research from Danske Bank Markets Going down? 10Y spread versus Bunds at attractive levels. To read the entire report Please click on the pdf File Below

German and Spanish inflation releases - inflation is expected to rise as base effects are fading. In addition, we have a couple of ECB speeches but we do not expect new info to the markets.In the US,...

Both ECB president Mario Draghi and Fed chair Janet Yellen are scheduled to speak today but we do not expect any major news from them. The Fed speeches by Bullard, Evans and Mester are more...