Danske Markets

The Riksbank minutes show that the 2% target remains in focus and that the lower bound for the repo rate has not been reached.

In the US , a large number of Fed members are due to speak next week, which could shed more light on the Fed members' thinking following the December hike. We should also get more information on the...

A calendar of key events in the Commodities Market for the week ahead.

GBP has started the new year on a very weak note due to a negative combination of rising Brexit concerns, waning Bank of England (BoE) rate hike expectations and negative risk sentiment.In the short...

2016 kicked off with global risk-off sentiment led by China.Despite China calming down at the end of the week, uncertainty is high and a big problem is the lack of communication from the...

Developments in China and the oil market are set to continue to be a key focus. We published a piece on the Chinese currency outlook yesterday.In Germany, industrial production and trade balance...

In this presentation we present our views on the CNY published in the strategy piece earlier today in a quick overview form. The presentation has updated FX reserve data which show a record decline in...

The market is expected to continue to focus on China's exchange rate management and the state of its economy more broadly. Concerns about the impact on the rest of the world has been the key market...

The CNY has weakened considerably against the USD over the past month and the move accelerated this week. It followed equity turmoil and confusion over a fixing by the People's Bank of China (PBoC)...

The minutes of the 15-16 December FOMC meeting, where the Fed delivered its first hike since June 2006, were more dovish than the statement and Janet Yellen's tone at the press conference. The minutes...

Although growth in the UK has slowed in recent quarters, the upturn remains on track. We still expect growth slightly above trend in coming years, driven mainly by domestic demand, as the strong GBP...

The development in the US labour market in 2015 was a main reason why the Fed increased the Fed funds rate at its December meeting. Besides that the Fed would very much like to see PCE core inflation...

New research from Danske Bank Markets Market Movers Minutes from the FOMC meeting on 15-16 December when the Fed increased the federal funds rate for the first time since 2006 are released today at...

The latest IMM data covers the week from 22 December to 29 December 2015. Yesterday evening we got the final IMM report of 2015. Overall, the report showed that speculators finished the year...

Currency intervention is a done deal if the SEK appreciation trend continues, likely to be backed by further rate cuts - interventions are likely to be defensive.We continue to see 9.10-9.50 as a fair...

Based on the lower German HICP inflation figure, we have revised our euro HICP inflation forecast for December down to 0.3% y/y (from 0.5% y/y) and still up from 0.2% y/y in November. The downward...