Danske Markets

Market Movers Today focus will be on global PMIs and any signs of weakness from China and emerging markets. The euro area manufacturing PMI has so far held up during 2015 despite declines in both the...

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 A very light calendar today in terms of data releases with euro area consumer confidence the only figure of interest. On the one hand consumer sentiment is supported by the very low oil...

The current rate path from Norges Bank has a 68% implied probability of another 25bp rate cut and a 61% probability of a 25bp rate cut already at the 24 September meeting.We expect a 25bp rate cut at...

The weakness in China and emerging markets means we are looking for the weakest euro area GDP growth in five quarters in Q3 15.The biggest impact is expected from lower investments, as a spill-over to...

The latest IMM data cover the week from 8 to 15 September 2015.IMM positioning data released Friday reveal that investors significantly added bearish JPY bets last week after four weeks of...

Market Movers Today's market movers are most likely to be central bank speeches. ECB's executive board member Coeure and chief economist Praet are both scheduled to speak. ECB members have in general...

In Sweden the NIER publishes household and business confidence surveys (Thursday at 0900 CEST). Statistics Sweden is scheduled to publish Producer prices (incl. export and import prices), also on...

The decision by the Fed to delay rate hikes puts pressure on the Riksbank. The krona has strengthened markedly over the past month. Our base case is another 10bp rate cut combined with an extended...

Market movers ahead We expect Norges Bank to cut its key policy rate by 25bp at its meeting on Thursday. We look for a slight rise in the Chinese Caixin Flash PMI manufacturing to 47.5 from 47.1 next...

The Fed on hold for now - but wage pressures are brewing.We do not expect a hard landing in China. Support for bonds and EUR short term. To Read the Entire Report Please Click on the pdf File...

A calendar of key events in the Commodities Market for the week ahead.To Read the Entire Report Please Click on the pdf File Below

We expect euro area inflation to turn negative again in September and forecast a rate of -0.2% y/y, down from 0.1% y/y in August . Our new forecast comes on the back of a downward revision to headline...

Selected Market News In line with our expectations, the FOMC decided to keep interest rates on hold at its meeting, citing rising global growth risks and tighter financial conditions as adding risks...

What to make of the dots, numbers and words, we do the data crunching and give our view on implications for FX, rates and equity markets.Following the FOMC meeting, we will host a conference call,...

This presentation gives a short overview of the Federal Reserves policy tools. In particular, the tools likely to be used to steer the fed funds rate into the new fed funds target range after the...