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...

At its meeting on 17 March, we expect Norges Bank (NB) to cut the sight deposit rate by 25bp to 0.50% for the following reasons.- At the previous meeting in December, NB indicated a 60-40% probability...

This week, the scorecard recommends buying NZD, USD and GBP while selling SEK, AUD and EUR.Last week's signals resulted in a 0.4% loss. The next scorecard signals will be sent out on 21 March. To read...

There are no real market movers today. Only release of interest is euro area industrial production where we look for a healthy monthly increase in line with the German number last week. This may be...

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

The Federal Reserve is unlikely to change interest rates this week it but may well signal that more rate hikes are on the way than the market currently expects.Bank of England is also unlikely to move...

The ECB has shifted from targeting the exchange rate to supporting the credit/bank lending channel.The ECB's policy shift is sensible as negative rates do not appear to have fuelled bank lending, but...

The ECB yesterday revealed an expansion of the asset purchase programme to include corporate investment grade bonds. Building on experience from the covered bond programmes, we expect positive spread...

The ECB has again announced a large 'package' of easing measures, which initially was a big positive surprise, but during the ECB's Q&A seesion risk sentiment reversed when Draghi said that he...

Today's data calendar is very thin and the focus is still on markets digesting yesterday's easing package from the ECB (see below).In the UK, trade balance and construction output figures are due. The...

New opportunities after Skingsley.Market implications. - Higher threshold for rate cuts but low-for-longer, flatter yield curve, look foropportunity to hedge with EURSEK. - No two-tier system for...

The ECB meeting is finally here and the suspense will be over as the ECB announces its new round of stimulus. We expect the ECB to cut the deposit rate by 10bp to -0.4%, to introduce a two-tier...

The UK's EU in/out referendum set to be held on 23 June represents a big event risk for GBP.The main risk for sterling is associated with the UK's large current account deficit and its negative net...

US mortgage applications is the only key data release today.Markets are in wait-and-see mode ahead of the all-important ECB meeting tomorrow with the rate decision at 13:45 CET and the press...

Chinese exports grabbed the headlines today showing a decline of 20.6% y/y in February. Bloomberg wrote 'China's export slump deepened' and other comments have been very negative too.However, the big...

Market Movers German industrial production for January is set to give insight into whether the financial turmoil and weaker survey data in January are reflected in hard data. The second release of...