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 mortgage bonds.To read the entire report Please click on...

We believe the Fed will adopt a 'wait and see' approach. The two weak jobs reports are concerning but it seems too early for the Fed to change its economic outlook significantly at this point. We...

Chinese data on urban investment growth surprised on the downside in May, causing concern over the strength and sustainability of the rebound in activity that happened in the early spring. Fixed urban...

This week the scorecard recommends buying AUD, SEK and JPY while selling GBP, CHF and CAD.Last week's signals resulted in a 1.3% gain. Most positions were profitable last week - the short GBP position...

In Sweden , the week ahead is full of interesting data and events. It will start on Tuesday (at 09:30 CEST) with inflation data. Our forecasts seem well aligned with those of our competitors, meaning...

There are no significant key events or economic data releases today. The ECB is expected to release some details regarding the corporate bond QE programme. The main event this week is the FOMC meeting...

We visited Warsaw on 1-2 June. The economic outlook remains relatively favourable: Real GDP growth is still strong despite some weakness in Q1, fiscal targets are within reach and external balances...

The latest IMM data covers the week from 31 May to 7 June 2016.To read the entire report Please click on the pdf File Below

Market movers ahead For the upcoming FOMC meeting markets will be focusing on the statement and the updated economic projections, as, in our view, last week's weak job report effectively took an early...

With referendum day now less than two weeks away, it is no longer possible to register as a voter (the deadline was extended to midnight on Thursday as the website broke down on Tuesday) and both...

There are substantial digital risks in GBP crosses, EUR/SEK and UK/European equities heading into the UK's EU referendum.We expect EUR/USD to fall near term both in case of a Brexit and a Bremain. The...

Can the Debt Office keep supply intact?Shift in recommendations amid strong performance. Buy the cheap bond segment versus swaps amid bond-friendly events. CPI forecast for May ... and beyond. To read...

In the US today, we will keep an eye on the preliminary University of Michigan consumer survey for June. As private consumption is the main growth driver, we need consumers to stay optimistic if we...

Chinese inflation data showed a further increase in producer prices in May (Chart 2). PPI increased 0.5% m/m in May, the third monthly increase, driving the annual rate up to -2.8% (consensus -3.2%...

In the US today the weekly initial claims figures are due out, which is noteworthy as initial claims on average were 20,000 higher per week in May versus April.In the euro area, ECB president Draghi...

Chinese trade data released today generally supported a picture of a moderate recovery. While the quality of the data is not great, it currently fits well with the information from other key figures...