Danske Markets

Review Core bonds yields have continued to slide in the long end of the curve and German Bond yields have again hit new record lows amid a steep decline in oil prices. European rates markets are...

The Swiss National Bank's surprised move to end the minimum EUR/CHF exchange rate triggered sharp jump in financial markets volatile, which carried on into today's Asian session. Swiss Franc surged...

Early this week, BNP Paribas (PARIS:BNPP) highlighted the downside risks to its year-end EUR/USD forecast."Price action early in the year suggests those risks are starting to transpire and we have...

The ECB will announce QE in January - it will be larger than expected. Fixed income markets: Buy the rumour - buy the fact! - at least in the periphery. FX markets: Deflation battle to weigh on the...

SNB this morning scrapped the long-standing 1.20 floor on EUR/CHF and simultaneously lowered its Libor target range by 50bp -0.75% to 0.25% (prev.-0.25% to 0.75%) - the rate on sight deposit account...

Market movers today In Europe the most interesting release is German GDP for 2014, which indirectly will give the first estimate of the Q4 growth rate. We expect German GDP to have expanded 0.5% q/q...

The ECB is expected to announce government bond purchases at the meeting in January as both of its two contingencies for further easing have been triggered. We expect a bond purchase programme of...

Leading indicators continue to suggest that the euro area and Japan are recovering and thus converging a bit with the US economy. The US indicators have come away from their high levels but still...

Market movers today At 09:30 CET the EU Court of Justice will give a non-binding opinion on the legality of ECB's OMT programme. While an outright condemnation of legality of the OMT programme is...

UK CPI inflation in December 2014 came out lower than expected at 0.0% m/m and 0.5 % y/y. Inflation is now at the lowest rate since May 2000.The lower inflation is caused by lower oil prices and the...

The weakness in euro activity in 2014 was due to external factors, which affected business sentiment and implied companies stepped on the brakes.This implied investments declined while inventories...

New issue market has started to gain tractionTo Read the Entire Report Please Click on the pdf File Below

Market movers today The crude oil price and lower inflation are expected to be the main focus. In the UK headline inflation is expected to have eased further in November to 0.7% y/y from 1.0% y/y,...

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 CAD, SEK and CHF while selling GBP, JPY and NOK. Last week's signals resulted in a marginal loss. Especially the long NZD position performed well, while the...

The latest IMM data covers the week from 30 December 2014 to 6 January 2015. IMM positioning data released on Friday revealed the fourth consecutive week of bearish EUR builds . Speculative EUR...