Danske Markets

- Something is brewing in Japan: the yen is likely to fall- The ECB awaits the impact of its latest easing package - DKK strengthens further against EUR - A second US rate hike is drawing closer To...

Recently, several FOMC members (including doves with voting rights) have communicated that a summer hike in either June or July is a 'live possibility' if incoming data are in line with their...

New issuances were high on the agenda last week as many issuers took advantage of the benign markets.To read the entire report Please click on the pdf File Below

This week the scorecard recommends buying NZD, USD and AUD while selling GBP and CAD. Note that the scorecard only has a negative weight on two currencies this week.Last week's signals resulted in a...

The financial markets are closely scrutinising US economic releases to assess the strength of the US economy after being caught on the wrong foot with regard to the next Fed hike. Today, we are due to...

GDP growth came in at 4.2% y/y (vol., cal. adj.) driven firmly by higher consumption and investments. Productivity deteriorated dramatically from 3.7% in Q4 15 to 1.9% y/y in Q1 16.To read the entire...

The latest IMM data covers the week from 17 May to 24 May 2016.To read the entire report Please click on the Pdf File Below

Market Movers US and UK markets are closed due to the holidays and today is therefore set to be a quiet day in terms of data releases. However, the remainder of the week is packed with events,...

In Sweden, the week ahead kicks off with a bang, as we receive much-anticipated Q1 GDP data (Monday, at 09:30 CEST). Our point forecast remains at 4% y/y but, after a recent batch of weak data, we...

We expect the ECB to maintain its patient stance at the meeting this week and not send any new signals about more easing. An important argument for the ECB to remain patient is that financing...

Market Movers aheadIn the US, we have a heavy calendar next week with many important data releases. Most importantly, the labour market report for May is due out on Friday, which might be pivotal to...

In general, opinion polls continue to indicate a close race, with 'remain' slightly ahead. The implied probability of a 'Brexit' according to both betting odds (Betfair) and Matt Singh (a political...

US consumption and housing gain pace giving comfort to the FedA summer hike is increasingly likely barring any negative surprises USD to strengthen short term driven by higher US yields Euro yields...

Update on positioning.Covered bonds - supply likely to be lower in H2. The new CPI mortgage cost method. Time to take position in BEI3102. To read the entire report Please click on the pdf File...

Today's speech by Fed Chair Yellen (19:15 CET) concludes a week that has been heavy on speeches by FOMC members. Yellen speaks at Harvard's Radcliffe Day but based on the agenda it seems unlikely she...

US durable goods orders for April are released at 14:30 CET. Given that the fall in investments in equipment and structures weighed on Q1 GDP growth, today's figures should give us an idea of whether...