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Market movers today Today, we continue to monitor British politics and count how many votes will get behind the deal at tomorrow's vote in the House of Commons. After DUP rejected the deal yesterday,...
· Riksbank to postpone repo path· Unemployment at ? · New Debt Office forecast · Kommuninvest to open EUR benchmark programme · SEK weaker on softer...
A 'phase one' U.S.-China trade deal is on the cards by mid-November. Trump has shown willingness to compromise and we raise the probability of a bigger deal ahead of the 2020 election to 50% (from 40%...
Market movers today Focus is on Brexit negotiations, as today is the last day to reach an agreement ahead of the EU summit starting tomorrow. As obstacles remain, we think a deal is unlikely, but...
Market movers today Today, focus is first and foremost on the ongoing Brexit negotiations, as the deadline for reaching a deal before the EU summit is tomorrow. There was 'no breakthrough' over the...
Key takeawaysWe have increased the probability of a deal to 20% based on the positive developments in recent days (see updated game tree page 3)Our base case remains another extension followed by a...
Market movers aheadIn the US, we will look out for the last Fed speeches before the blackout period begins.In the euro area, we expect another dire set of industrial production figures for August. We...
FX trends do not die of old ageThe Riksbank will have to stand down - rate cut in February 2020EUR/SEK forecast raised to 1M 10.90, 3M (NYSE:MMM) 11.00, 6M 11.20 and 12M 11.20SEK: Winter is coming In ...
September job data are crucial.Keep receive SEK 1Y1Y position despite the inflation print. SEK : Winter is coming. September job data are crucial In our view, this week’s job market...
Market movers today US-China trade talks continue today and given the statements from President Trump, the trade talks have developed well so far. Hence, we still see a decent chance of an interim...
An interim deal between US and China is still on the table despite US blacklisting of more Chinese companies. Trump announced he will meet the vice Premier on Friday, which bodes well for the result...
Market movers today Today the 13th round of high-level US-China trade talks kick off in Washington and continues tomorrow. We still see a good chance of an interim deal after China yesterday said it...
We think the euro area manufacturing recession will drag out into Q4 19, as trade war effects continue to work their way through the supply chain and orderinventory dynamics weigh on production.In...
Market movers today Fed Chairman Jerome Powell (voter, neutral) will speak again today at the 'Fed listens' event in Kansas . However, he will likely not bring much new compared to his speech...
Market movers today Today is quiet in terms of economic data releases. U.S. NFIB small business optimism at 12:00 may attract some attention due to the recession fears.We have some Fed speeches today,...
Market movers today Focus this week will turn to the 13th round of high-level trade talks between the U.S. and China taking place in Washington on Thursday and Friday . If we get an interim deal we...
Market movers aheadWe see a 60% chance for an interim trade deal between China and the US next week.Fed speakers will provide important clues about their policy stance ahead of the October meeting...