Danske Markets

Next year is drawing closer and people are starting to wonder how it will look. We believe that the emerging markets in general will experience another bumpy year with difficulties. There is a feeling...

The euro flash PMIs continued lower in November, still showing a declining trend in euro-area activity. The composite PMI new orders declined to 49.9 and went below 50 for the first time since June...

• EUR/CZK continues to tick higher on a dovish CNB. • The HUF should strengthen on external balances and stable risk sentiment. • Carry continues to support the HUF versus the CZK; we...

Market movers today Euro PMIs are due for release and it will be interesting to see whether the improvement in the financial ZEW expectations is mirrored in the PMIs. The manufacturing PMI seems to...

In China, the flash estimate for HSBC/Markit manufacturing PMI in November declined a bit more than expected to 50.4 (consensus: 50.2, DBM: 50.2) from a final reading of 50.4 in October. This is the...

The minutes of the 29-30 October FOMC meeting were on balance slightly more dovish than the statement. First, there were "a few" participants of the FOMC who did express concern that inflation could...

As expected, Bank of Japan (BoJ) was on hold in connection with its meeting this morning, meaning that the target for the annual expansion of the monetary base remains JPY80trn. Despite Japan...

Market movers today Today's most interesting event are the minutes from the FOMC meeting on 29 October, when the Fed turned more hawkish on the labour market saying that the underutilisation of...

ReviewEconomic data has softened in recent months and the oil price has continued to slide. These factors have been supportive for core bond markets. In the midst of this, the ECB and Bank of Japan...

Prime Minister Shinzo Abe today announced that the planned hike in the consumption tax to 10% from 8% for October 2015 will be postponed by 18 months to April 2017. In addition, he also dissolved the...

The divergence between central bank policy is becoming even more evident. Over the past month, the Bank of Japan, ECB, Bank of England and Riksbank have been dovish, while the Fed is committed to...

Market movers today We expect the German financial ZEW expectations to break the 10-month streak of declines and increase to 0.0 in November. The Sentix expectations increased in November and since...

The overnight market sentiment was mildly positive despite disappointing Empire Manufacturing and Industrial Production data from the US. US equity indices, longer-tenored yields and...

A number of prominent ECB members have spoken today and some of the comments were interesting in terms of what to expect of the ECB going forward. ECB president Mario Draghi strengthened expectations...

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...

Asian session updateToday's big news once again comes from Japan, where a significant shortfall in gross domestic product signals that country's return into technical recession. Japanese GDP was...