Danske Markets

Given the Riksbank's decision on 12 February to cut the repo rate to -10bp and purchase SEK10bn in government bonds, it should come of little surprise that the minutes seemed soft. One can describe...

Looking at the Wednesday session, Janet Yellen testifies in front of Congress. Because of this, we could see a bit of volatility in the US stock markets, which of course will be the main focus because...

Market movers today US new home sales is the only number of interest today, a very quiet day on the data front. The figure rose very strongly in December and is expected to fall back a bit in...

Overall this was quite a neutral statement by Janet Yellen in her semi-annual testimony to Congress. She does not give too much away in terms of what has to be in place for lift-off. To Read 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...

Increasing risk appetite and the bridge-financing agreement reached with Greece led to significant spread tightening across all indices (especially high beta). iTraxx Crossover tightened 30bps last...

We expect the ECB's QE programme to keep EUR government bond yields suppressed and to push periphery yields even lower. We do not think the QE effect has been fully priced in yet. When assessing the...

Last week added a more than EUR11bn of supply across senior and subordinated notes in the EUR primary market. We saw multiple times oversubscribed order books, issues with very low coupons and very...

Market movers today Euro zone finance ministers are expected to hold a conference call this afternoon to weigh the delayed economic programme from the Greek government that is now scheduled to be...

International rates The ECB is about to start its new QE programme in govvies. Despite significant buying and the boost to liquidity, we see only minor downside to German bund yields and only sub...

Bolstering the US opportunityXP Power Ltd (LONDON:XPP) reported FY14 results substantially in line with expectations. Strong order intake positions the company well for 2015 and increased investment...

The latest IMM data cover the week from 10 to 17 February 2015. IMM positioning data released Friday show that speculators reduced their bearish GBP bets for the fourth consecutive week, which sent...

This week the scorecard recommends buying GBP, /CAD and JPY, and selling SEK, AUD and NOK. Last week's signals resulted in a 0.2% gain. The short CAD position in particular performed well, while the...

Market movers today Focus will remain on Greece. The monitoring institutions need to approve the policy programme submitted by the Greek government for the agreement reached on Friday to be...

The Riksbank minutes from the February policy meeting, scheduled for release on Wednesday, will probably be the event in Sweden attracting most market attention. Fourth-quarter GDP data are among the...

On Friday, EUR/DKK saw the largest day-to-day change since the introduction of the euro in 1999, temporarily jumping back above the central rate of 7.46038. Despite the sharp move higher on Friday,...