Danske Markets

Market Movers We expect the German ZEW expectations index to extend the decline in October but at a slower pace than in September, as indicated by the Sentix investor confidence released last week....

IMM positioning data released Friday show yet another week of close to unchanged speculative positioning in the G10-sphere. Like in the last couple of weeks the most noteworthy change in the report...

This week the G10 FX Financial Scorecard recommends buying CAD, JPY and USD while selling AUD, NOK and NZD.Last week's signals resulted in a 0.2% loss. In particular, the short NOK was expensive,...

In Sweden focus will be on the labour force survey, where we expect a slight deterioration of the unemployment rate due to seasonal reasons. Focus will also turn to inflation and inflation...

Market Movers Only tier 2 data will be released today ahead of an otherwise busy week with US retail sales on Wednesday, US CPI on Thursday, Chinese September trade data and the German ZEW on...

Market Movers It's a very thin calendar today with only tier-2 data. French industrial production is expected to rebound 0.6% m/m in August after a big drop in July of 0.8% m/m. This afternoon, US...

The BoE kept its bank rate unchanged at 0.50% (another 8-1 split vote) as expected.The minutes were slightly dovish as the MPC now anticipates that inflation will stay below 1% until spring 2016 due...

Market Movers German trade balance for August could attract some attention after weak numbers for both factory orders and industrial production. German exports were quite strong over the summer driven...

Market Movers Another quiet day on the data front. German industrial production has some downside risk today after the weak factory orders yesterday. That said, the correlation between industrial...

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...

Market Movers German factory orders for August are expected to rebound slightly after a drop of 1.4% m/m in July. We look for a bounce of 0.3% m/m (consensus 0.5% m/m). The data are quite volatile but...

Last week was very thin on primary issuance as volatility in general and investor quarter-end effects in particular put a drag on credit markets.iTraxx Main widened 7bp ending the week at 92bp, while...

The latest IMM data covers the week from 22 September to 29 September 2015.IMM positioning data released on Friday show that speculative positioning in the G10 currency sphere saw very little changes...

This week the scorecard recommends buying EUR, AUD and USD while selling NOK, JPY and CAD.Last week's signals resulted in a 1% gain. Especially the long NOK and CAD positions performed well. The next...

Market Movers US ISM non-manufacturing is expected to decline slightly from a still very high level. Consensus looks for a drop from 59.0 to 58.0, whereas we look for a bigger decline to 57.0. UK...

In Sweden industrial and services production (both published Monday, at 09:30 CEST) will be in focus, but we are actually more interested to see what is happening with the export orders, especially...