Danske Markets

The German trade balance figures for October are published this morning. Focus will be on export growth, which rebounded somewhat in September after the August figure showed the largest monthly...

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...

The ECB undershot on expectations as the deposit rate was only cut by 10bps and the monthly volume of QE purchases was not expanded. Positively, the QE programme was broadened and the ECB extended it...

EUR/SEK The backdrop for the SEK has changed recently and, in our view, on balance mitigated the upside risks in EUR/SEK. The 'light bazooka' from the ECB puts less pressure on the Riksbank to act in...

In the euro area the second release of Q3 GDP figures is due. We expect growth of 0.3% q/q as shown by the preliminary numbers. The components will also be released and here we expect to see that...

In line with most other analysts and market participants we expect the Fed to hike 25bp at its meeting next week. In this and upcoming papers and presentations we prepare for the first Fed hike since...

New research from Danske Bank Markets New Swedish pension money is disbursed once a year to the funds within the Swedish pension system (the so called PPM flows). This year the money will be...

New research from Danske Bank Markets This presentation gives a short overview of the Federal Reserve's policy tools - in particular, the tools likely to be used to steer the fed funds rate into the...

This week, the scorecard recommends buying JPY, USD and CAD while selling NZD, NOK and GBP.Last week's signals resulted in a 0.2% loss. Especially the short CHF, SEK and NZD positions were relatively...

The latest IMM data covers the week from 24 November to 1 December 2015.IMM positioning data released on Friday revealed the sixth consecutive week of bearish EUR/USD builds . While the change in last...

Today German industrial production for October will be released. We expect another month of weakness based on declines in factory orders, as there has recently been a lag from factory orders to...

The week ahead in Sweden contains two very interesting outcomes: (1) Household consumption indicator for October (Wednesday, at 09.30 CET), which should post a pronounced rise on the back of strong...

Market Movers ahead Sandwiched as it is between two weeks with key interest rate decisions at the ECB and the Fed, the coming week seems unlikely to make history. That said , there are a number of...

Today's jobs report was the last key release ahead of the FOMC meeting on 15-16 December and should make the Fed feel comfortable about raising the Federal funds rate target for the first time since...

The Riksbank is not likely to move until April, after the ECB.We revise our inflation outlook. We keep our positioning unchanged for the time being. We look at the Riksbank's Per Jansson and the...

ECB disappointed this week by delivering a rather 'light' menu of easing measures.We nevertheless think that this marks the end of ECB easing as the euro recovery is set to gain traction in...