Danske Markets

Market movers today Main event will be euro Flash PMI for October, which provides country details for Germany and France. PMI has been on a declining trend since January and so far has shown no...

This week the Debt Office holds a tap auction in the 3Y bond, 2017-06-01, SGBi3107. SEK1bn is offered to the market. Following the much lower than expected CPI data last week, BEI rates have plunged...

Market movers today Main release will be US CPI for September. Inflation has been subdued in the past months with monthly changes in core CPI being low. However, the flat reading m/m last month was...

China’s GDP growth slowed slightly less than expected in Q3 to 7.3% y/y (consensus: 7.2%, DBM: 7.2%) from 7.5% y/y in Q2. Seasonally adjusted, GDP growth eased to 1.9% q/q (consensus: 1.8%, DBM:...

Market movers today Another quiet day on the data front. Only number of interest will be US existing home sales, which is expected to have stabilised over the summer. Otherwise focus will be on...

This week the scorecard recommends buying CAD, EUR and JPY while selling SEK, NZD and AUD (see suggested weights in portfolio in table below). Last week's signals resulted in a 0.02% gain. Especially...

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...

To us, the much lower than expected inflation rate in September was not a one-off. Our current forecast indicates that the October CPI data will be a massive 0.7pp (CPIF 0.6pp) below the current...

The latest IMM data covers the week from 7 October to 14 October 2014. Note: when reading this week's IMM Positioning, please take into account the significant sell-offs and market movements...

In Sweden, the week ahead has one interesting piece of data: the September labour force survey (Thursday, 09.30 CEST). In Sweden the past week was really about one thing only - the very low...

Market movers today Few things on the agenda today. No tier 1 data up for release so focus will again be on central bank talk and market sentiment. The ECB's Coeuré is scheduled to speak but...

Market Movers ahead Market jitters mean less focus on economic data and more on central bank signals. PMI figures for the eurozone are expected to be weak and thus further stoke fears of a global...

Capitulation in recovery trades Technicals point to bounce in risk assets in very short term - but risk of another leg down later Development from here depends on (1) positioning, (2) central bank...

Is inflation dead? And monetary policy too? Portfolio allocation: long duration has not been enough over the past month. Amid an underweight of mortgage bonds, we keep our long duration versus...

Friday's Market MoversFundamentals are taking a bit of a backseat in the market and it appears that nothing but calming words from central banks will be able to soothe the nervous financial markets....

Market Movers US industrial production is expected to rebound in September on the back of subdued industrial production in the previous two months. The overall picture remains that growth in...