Danske Markets

So this morning we have confirmed that the US raised tariff rates. Here is what we know currently:1) US raised tariff rates on USD200bn of Chinese goods from 10% to 25%. 2) China says it deeply...

With clouds over the growth outlook clearing a little, unit labour costs rising and firms' margins being squeezed, we still see strong arguments for core inflation to reach rates of 1.3-1.4% by...

This chart pack is aimed at readers who prefer a deep dive into global macro. It takes around 15 minutes to flip through all the charts but it should give a good sense of the current state of the...

Market movers today We expect Norges Bank to stay on hold at today's meeting (in line with consensus), as it is one of the interim meetings without a monetary policy report or press conference, just a...

On Thursday, US and Chinese negotiators will be face to face for the first time since the trade talks hit a huge bump in the road on Sunday when President Trump announced he would impose tariffs on...

Market movers today Today, markets will continue to focus on the trade negotiations ahead of the beginning of the US-China talks tomorrow. After the US markets closed deep in the red yesterday, the...

Market movers today Markets will continue to focus on the renewed trade uncertainty caused by Trump's recent tweets . For more see comments belowIn Sweden , the Riksbank minutes from the April meeting...

Trump tweet re-introduces trade tensions in FX markets, which could last 1-2M A deal will eventually arrive but, interim, brace for volatility in JPY crosses We suggest to buy a 3M (NYSE:MMM) USD/JPY...

Kommuninvest has announced its intention to introduce a new bond within the benchmark programme KI2611. Tt is set to launch the bond in the near future, subject to market conditions. KI2611 will have...

The latest IMM data covers the week from 23 April to 30 April 2019 To read the entire report Please click on the pdf File Below..

Risk sentiment takes a hit from renewed trade uncertaintyMarket movers today We have a very interesting week ahead of us although today is quiet in terms of economic data releases. We thought that the...

In April, the euro area manufacturing PMI remained below the recession indication level of 50 for the third consecutive month and showed only a small rebound to 47.9, signalling a lacklustre start to...

Before entering what is supposed to be the last round of trade talks, Trump threatens new tariffs on all of US imports from China. It is a huge turn of events that adds renewed uncertainty to the...

Riksbank Minutes in focus. Last pieces of input to Q1 GDP. Switch to 3Y covered bonds against 10Y SGBs for a steeper curve. SEK is on a slippery slope. TradesNew , SWH 191 (Jun 2022) versus SGB1061...

If everything goes right we expect to see a trade deal by the end of next week. Economic data are still in line with a moderate recovery. USD/CNY is stable ahead of the trade war endgame, EUR/CNY is...

Market movers aheadUS-China trade talks are set to reach the endgame in Washington next week. We see a high probability that the talks will end with an announcement of a Xi Jinping-Donald Trump...