Danske Markets

Market Movers After the Chinese market close Thursday and Friday last week, focus is likely to return to China and several important data releases are due later this week. The euro area Sentix...

The August employment report was mixed but overall suggests further improvement in the labour market . In particular, the unemployment rate fell two notches to 5.1% (5.112% in unrounded terms) as...

Market movers ahead Markets are trying to survey the extent of weakness in emerging markets, in particular China, and the spillover to developed markets. Data released this week could give the first...

We see rising downside risk to growth in all regions.Especially manufacturing is vulnerable. China falling behind the curve on stimulus. The ECB to deliver the put - not the Fed this time. To Read the...

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.

Market Movers Focus will be on the US labour market report for August where we look for still-solid employment growth of 205,000. The Conference Board's measure of the labour market (jobs plentiful...

The economic upturn in the UK is on track and we still expect the UK to grow by 2.6% this year and 2.5% next year. We expect growth to be driven mainly by domestic demand and in particular by private...

A decade of CNY appreciation has come to an endThe CNY will become more volatile and can no longer be treated as a USD proxy China should achieve managed capital account convertibility in a couple of...

ECB president Mario Draghi was very dovish at today's ECB meeting and we now expect the ECB to extend QE purchases beyond September 2016. Our changed expectation comes mainly as the ECB projects...

Riksbank cuts its inflation forecast significantly but refrains from action. We believe that it will have to act, eventually.August inflation and Prospera on the agenda. Our view of the market intact...

Key take-awaysThe Riksbank made a significant reduction to the inflation forecast in particular (down 0.4 percentage points at most) and small adjustments to the macro forecast in general (see table)....

The ECB is under pressure to do more easing as its outlook for higher inflation is challenged.Fixed income markets: the further easing theme is set to support FI markets short term. FX markets: ECB...

Market MoversMain events are the Riksbank and ECB meetings. At the ECB meeting the question is in our view how dovish Draghi will be following the latest drop in 5Y5Y inflation expectations. Already...

FX Quant Strategy provides a quantitative overview of the currency market, including several valuation tools and monitors, focusing on the FX options market.This week we recommend two FX option...

The main concern for base metals remains global growth concerns but in the coming year El Niño, energy prices and mine production will also be important.We expect base metals prices to recover...

According to Chinese media, China's State Council yesterday decided on a couple of small steps to support economic growth.- Setting up a fund of up to CNY60bn (0.1% of GDP) to encourage the growth of...