Danske Markets

Market movers today We have another important week on Brexit coming up with the EU Summit on Wednesday, ahead of the Brexit deadline on Friday. Focus this week will also be on the ECB meeting on...

Insufficient support for any version of Brexit This week is going to be another dramatic week in Brexit land. While PM Theresa May has sent a letter to Donald Tusk asking for an extension to 30 June,...

The ECB confirmed its 'low-for-longer' narrative at last week's Watchers conference.We expect Draghi to repeat his 'delayed, not derailed' inflation message, thereby no new policy signals from the...

March brought CPIF below target for the third month in a row and widely below the Riksbank's forecast. In our view, Prospera inflation expectations are likely to move lower.? Production growth is...

Market movers today Today, the US jobs report for March is due out. The US labour market looks strong on most parameters and the weak increase in nonfarm payrolls in February was most likely a fluke...

Markets will continue to monitor Brexit developments and whether there is any breakthrough in the negotiations between PM May and Labour leader Jeremy Corbyn .In the euro area , we get minutes from...

Market movers today In the UK, focus remains on Brexit after PM May's intervention yesterday evening. It would be positive for sentiment if May and Corbyn could find common ground but we still cannot...

Q1 turn in EUR/USD FX forwards traded close to past quarter turns.The remaining three quarter turns in 2019 look about fair-to-cheap priced. We see value in hedging further out the FX forward curve,...

With the March release of PMIs, we see clearer signs of recovery in China. The rise in March may be too good to be true and we could see a correction in April (not least in the Caixin version, which...

Market movers today After the House of Commons once again rejected all Brexit versions on the table (see more below), PM Theresa May is meeting with her Cabinet today. Watch out for any statements on...

Market movers aheadIn the US, the jobs report is the most important release next week. We think it is important to keep an eye on whether employment growth starts to decelerate In the euro area, we...

Report of 'unprecedented proposal' from China as new talks kick off in Beijing. Profit growth falls sharply on weak economy, more monetary stimulus is coming. EU's Jean-Claude Juncker says calling...

Market movers today Today is a very busy day in terms of economic data releases. This morning, PMI manufacturing indices for many European countries, including Norway and Sweden (see overleaf), are...

Global economic momentum remained fragile in March and recession fears made a strong comeback in markets , as the global manufacturing cycle shifted further into lower gear. Despite encouraging signs...

The latest IMM data covers the week from 19 March to 26 March 2019 To read the entire report Please click on the pdf File Below..

FI flows supportive of SEK covered bonds Regarding Ingves' SEK comment MFI flows supportive of SEK covered bonds February financial market statistics tell a story that we judge as supportive of SEK...