Danske Markets

It is a week filled with plenty of events for the market as there are three central bank meetings kicking off with Australia on Tuesday, Canada on Wednesday and the ECB on Thursday together with...

In Sweden , the week ahead is over almost before it even starts, as GDP Q3 is published on Monday at 09.30 CET and there is not much else of interest during the week. In short, we expect GDP growth of...

Market Movers ahead December 2015 looks set to be a dream month for interest rate nerds given the prospect of the ECB cutting and the Fed hiking for the first time since mid-2006. The ECB gets to kick...

This week, Reading the Markets has our Chief Economist Roger Josefsson as guest writer - giving his views on the growth outlook for Sweden and for Q3 in particular.To Read the Entire Report Please...

ECB preparing to cut......while the Fed is ready for lift-off. Bond yield set to move higher. China bottoming but medium-term challenges remain. CNY under increased pressure - more in store. To Read...

It is tempting to ascribe the falling participation rate in the US to the downturn in growth but this conclusion would be wrong, in our view. Half of the decline in the participation rate is due to...

The second estimate of UK Q3 GDP is released at 10:30 CET. Data have been more or less in line with the assumptions behind the calculations of the first estimate. Thus, we expect the second estimate...

Wednesday's Reuters story has added to market expectations of an aggressive ECB move at the 3 December meeting. A roughly 16bp deposit cut is now priced in for December and an accumulated 20bp cut is...

Market Movers With the US market closed due to Thanksgiving, today is set to be a relatively quiet day on the data front. At 10:00 CET, EU money supply figures (M3) for October are due to be released....

In this note we give an overview of the key takeaways from a trip to China during which we talked to banks, institutions and corporates.The main conclusions are: China is generally expected to see...

We have several important releases in the US today ahead of Thanksgiving on Thursday and Black Friday. Most important is the release of PCE inflation in November. Consensus anticipates that PCE core...

Q3 GDP growth in the US is estimated to have been revised up from 1.5% q/q AR to around 2.0% q/q AR as data have been better than expected since the first release, indicating that growth was not that...

Credit spreads tighter despite terrorist attack in ParisCentral banks drive performance Busy week on the primary market, about 1% higher year-to-date compared to last year Theme of the week: seek the...

New research from Danske Bank Markets Buy SGB1059 versus SGB1058 (nom/nom) in an implied forward ASW spread @ -5bp. P/L: -35bp/+15bp. Swedish bonds have underperformed significantly relative to...

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...

This week the scorecard recommends buying JPY, EUR and AUD while selling NZD, CHF and NOK.Last week's signals resulted in a 0.4% gain. Next scorecard signals will be sent out on 30 November. To Read...