Danske Markets

The case for an interest rate rise is building and we expect the MPC members to be divided at the August meeting on whether or not to increase interest rates (most likely a 7-2 split vote).We stick to...

EM currencies have fallen to the lowest level against the USD since the Asian financial crisis in 1997/98. The commodity collapse has driven the EM FX fall: the next driver is likely to be higher US...

Market MoversIn the euro area focus is on the first release of the service PMIs in Italy and Spain. The Spanish figure has declined from above 60 in April and although it is still on a high level,...

Market Movers• Today, final euro area manufacturing PMI figures will be released. Focus will be on the first release of the Italian and Spanish figures. In both countries, the manufacturing PMIs...

Market MoversThe main release today is the US employment cost index, which is set to increase 0.6% q/q. The quarterly index so far indicates that wage inflation is picking up in line with the...

Market Movers In the US the first estimate for Q2 GDP is expected to show an annualised increase to 2.5% q/q from -0.2% q/q in Q1. Consumer spending is likely to have been a major positive contributor...

Market MoversThe main event will be the FOMC meeting tonight. There will be no press conference following today’s announcement. Instead, focus will be on the statement released in connection...

Today's calendar of economic data releases is relatively thin. In the eurozone activity has been supported by ECB's monetary policy easing as it has resulted in cheaper and more accessible bank...

Market MoversToday’s calendar of economic data releases is relatively thin. In the euro area we expect a drop in July consumer confidence. In the UK, we expect a small decline in retail sales...

Today the Bank of England (BoE) released the minutes from its July meeting. As expected, the Monetary Policy Committee (MPC) voted unanimously in favour of keeping the Bank Rate and the stock of...

With the deal on Greece in place financial markets are back to trading on macro fundamentals. In this piece we give a quick recap of our views on fixed income and FX markets for the remainder of...

Market Movers Another quiet day on the data front. French business confidence for July released this morning is expected to increase slightly following a drop in June. US FHFA house prices are...

The latest IMM data cover the week from 7 to 14 July 2015. The latest IMM positioning report shows that speculators added to their bearish EUR/USD post the Greek deal announcement. While the change...

Market Movers Few economic data releases to move markets today. Q2 earnings season continues as more than 10% of the key index companies in the US and Europe have reported. So far the proportion of...

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...

This week the scorecard recommends buying SEK, EUR and NOK while selling GBP, JPY and USD.Last week's signals resulted in a 1.3% gain. Especially the short NZD and EUR positions performed well, while...