Danske Markets

This week the scorecard recommends buying SEK, CHF and EUR while selling JPY, AUD and CAD.Last week's signals resulted in a 0.1% loss. Next scorecard signals will be sent out 18 April. To read the...

The latest IMM data covers the week from 29 March to 5 April 2016.To read the entire report Please click on the Pdf File Below.

An end to QE would be likely to be the end of the recent outperformance of linkers.Lessons from tapering in the US are not really encouraging. Sell linkers outright, for instance SGBi3108. No surprise...

In Sweden, the week ahead is all about inflation (Tuesday, at 09:30 CEST). Our call is for CPI and CPIF inflation to come in at the Riksbank's forecast but for core measures (e.g. CPIF excluding...

Several Fed members are due to speak this week. While Yellen's last speech has already set the stage, as she put more weight on the downside than upside risks to her outlook, we will listen in...

Pressure points are building in global markets as the risk rally appears exhausted.The downward pressure on EUR/DKK and DKK rates are likely to continue in coming months. Negative interest rates have...

A calendar of key events in the Commodities Market for the week ahead.To read the entire report Please click on the pdf File Below

In terms of data releases, today is set to be a fairly quiet day.In the UK, focus will be on the release of NIESR GDP estimate for March, as the estimate in February suggests that growth in Q1 has...

April QE extension cooler.Time to alter our positions. March inflation on Riksbank forecast. To read the entire report Please click on the pdf File Below

Today is a quiet day in terms of data releases. However, there are a few events that may turn out to be interesting. The most important release today is the Chinese FX reserves.In the euro area, the...

As expected, the FOMC minutes from the March meeting were a non-event and contained no significant news. As a result, the market reaction was quite limited. Usually, the FOMC minutes are eagerly...

This afternoon, the minutes from the 15-16 March FOMC meeting are due for release. As Fed communication after the meeting has been extensive, we do not expect any significant news, especially not...

In the US, the most important release today is the ISM non-manufacturing index for March. The index has declined for four consecutive months reflecting the slowdown in the economy, which began by the...

Last week continued the positive tone on credit markets following fairly dovish statements by the Fed and a relatively strong US non-farm payrolls report, which beat consensus by 10,000.European...

After the past weekend's centralised wage agreement in trade sectors we are halfway through the private sector negotiations.From a monetary policy perspective, the market-based negotiations in the...

EUR/DKK below 7.4500, positive carry in shorter dated FX forwards and low net position are all reminiscent of the experience from 2014.We believe the current situation is likely to prevail over coming...