Danske Markets

Key themesIn the coming months main focus of commodity markets will be on whether the Federal Reserve will hike its policy rate and the impact this will have on Emerging Markets and in particular...

Euro risk assets getting more supportCore euro bond yields caught between Fed hikes and ECB easing EUR/USD heading lower short term CNY to weaken - but we still don't expect big devaluation To Read...

It's time for Swedish inflation today. We look for a rise of 1.1% y/y in underlying inflation in line with consensus, see Scandi Markets.ECB president Mario Draghi will testify in the European...

The UK labour market report released today was somewhat mixed. The unemployment rate fell to 5.3%, while average weekly earnings ex bonuses slowed more than expected. Overall the report was neutral...

Key takeaways: while PMIs have pointed to a cyclical bottom, the hard data today for October production points merely to stabilisation but not yet a recovery. The numbers show further signs of...

In Sweden focus turns to Prospera inflation expectations, see Scandi Markets.The UK unemployment rate (3M average) is expected to be unchanged for September at 5.4%. Despite the unchanged print, the...

Recent comments and speeches from FOMC members suggest that the doves are 'ready to fly' as well, as they seem to support - or at least accept - the first Fed hike since 2006 at the next FOMC meeting...

We do not expect any big changes to Norwegian CPI, see Scandi Markets.It's a quiet day on the global agenda with only tier-2 data. French industrial production for September is set for a big drop...

Following some weeks with 'risk-on' mode and sign of inflows, the European credit indices took a breather and closed only slightly tighter over the week.In S&P's newly published European Corporate...

This week the G10 FX Financial Scorecard recommends buying NZD, AUD and NOK while selling CHF, EUR and USD.Last week's signals resulted in a 0.9% gain. In particular, the short JPY, EUR and GBP...

The latest IMM data covers the week from 27 October to 3 November 2015 .IMM positioning data released on Friday revealed a second consecutive week of bearish EUR/USD builds . While the previous week's...

It is a quiet start to week in terms of data releases and the market probably will continue to digest Friday's very strong US labour market report.In the euro area, focus will be on the October Sentix...

Sweden is set to release inflation data on Thursday at 09:30 CET. It has been a while since our near-term inflation forecast has been higher than the Riksbank's but this is now the case. This may...

Today's labour market report was very strong and, therefore, we now expect the Fed to deliver a 25bp rate hike at the December meeting. The market now prices close to 85% probability of a hike in...

Market movers ahead In the US , focus next week will be on retail sales for October due on Friday. Also, the consumer sentiment index from University of Michigan is due to be released. In the euro...

The global manufacturing slowdown, which has been led by China, shows clear signs of bottoming. This is our conclusion from the October PMIs, which underpins our view that China has hit the cyclical...