Danske Markets

This Friday, Swedish GDP data for Q3 will be released. So what? Well, we believe growth data will be important for the Riksbank and market pricing as we come closer to, and enter, 2015. Inflation will...

The latest improvement in euro area bank lending should continue and hence headwind to economic activity will fade further . The progress in lending is supported by less supply side restrictions and...

Market movers today Jean-Claude Juncker will present the EUR315bn EFSI (European Fund for Strategic Investment) programme to the European Parliament. So far there has been limited information on the...

Market movers today Details on the German Q3 GDP numbers are released today and focus will be on how much private consumption grew last quarter. We expect US household sentiment to get a boost...

We expect euro inflation to decline back to 0.3% y/y in November and believe core inflation will reach a new historical low of 0.6% y/y (due for release on Friday). Another fall in core inflation...

This week the Financial Scorecard recommends buying NZD, CHF and AUD, while selling GBP, USD and SEK. Last week's signals resulted in a 0.3% gain. In particular, the long JPY position was expensive,...

Key themes The move by the People's Bank of China (PBoC) to cut its leading interest rates was an important step for commodity markets. First, in the short run, it supports economic growth in China...

German IFO expectations have increased for the first time since April and were at 99.7 in November up from 98.3 in October. The improvement was in line with the financial ZEW expectations, which is...

The latest IMM data covers the week from 11 November to 18 November 2014 . IMM data released on Friday revealed the largest single week bearish JPY build since September, sending speculative...

Market movers today German IFO expectations are expected to show signs of improvement. We forecast an increase for the first time since April. The ZEW expectations increased for the first time in...

In Sweden, the week ahead is full of interesting events. We have the NIER's Business and Consumer confidence surveys, trade balance data, financial market statistics (including household lending),...

Market Movers ahead In the euro area the flash estimate for HICP inflation in November is released, and we expect it to decline back to this cycle's low of 0.3% y/y . German IFO expectations are...

Strategy Today the People’s Bank of China in a surprise move decided to cut its key policy rate – the 1-year lending rate – by 25bp to 5.6%. This is clearly positive for risky assets...

The Peoples Bank of China (PBoC) today cut its leading interest rates. The one-year benchmark deposit rate was cut by 25bp to 2.75% and the one-year benchmark lending rate was cut by 40bp to 5.6%. As...

On Monday 24 November (depending on market conditions), SCBC will start introducing a new loan (SE0006452900) that matures on 17 June 2020 (thus fitting in between SGB1051 and SGB1052 on the...

Market MoversIt is a very thin calendar and most focus will be on speeches by Draghi and Weidmann. However, they will both speak at the European Banking Congress and there will probably be much less...