Danske Markets

IMM data released last Friday revealed the largest single week bearish JPY build since July. Non-commercial JPY positioning is now back to the 3rd percentile in a historical perspective illustrating...

This week the scorecard recommends buying GBP, NZD and SEK, while selling USD, JPY and EUR. Last week's signals resulted in a 2.1% gain, which is the largest weekly gain since November 2011....

How concerned should investors be about the current demonstrations in Hong Kong? After significant demonstrations on Sunday, it appears that demonstrators are dispersing this morning. Hong Kong could...

Market movers today In the euro area, the main event will be the release of preliminary German consumer prices for September. We expect HICP inflation to stay unchanged at 0.8% y/y but for the euro...

In Sweden, the week ahead kicks off on Monday morning (at 09.30 CEST) with August retail sales, where we would be surprised not to see continued low y/y growth as most indicators for the retail sector...

Market Movers ahead Nonfarm payrolls and PCE inflation - both monitored closely by the Fed - are due for release next week. Last month's labour market report disappointed but we expect a strong...

Thursday's Market MoversIn the euro area the main event today will be the release of money supply M3 and credit data for August. As usual, focus will mainly be on the credit data. According to the...

The Russian import ban on certain food and farm products has raised concerns about deflation in Eastern Europe. Poland and Hungary are already in deflation and the Czech Republic is slowly moving in...

Euro flash PMI weakened further in September: the composite new orders index slipped to the lowest level since August 2013. It fell to 51.2 in September from 52.4 in August. The weakness was in...

Market overview In a surprise move, the ECB cut policy rates in September The first US rate hike is drawing closer Interest rate hedging The outlook for the US economy is improving and US long...

The flash estimate for China’s HSBC Holdings Plc (HK:0005)/Markit Ltd (NASDAQ:MRKT) manufacturing PMI in September unexpectedly improved to 50.5 (consensus: 50.0, DBM: 49.4) from a final reading...

Market movers today Focus will be on flash estimates for PMIs. In the euro area we expect both manufacturing PMI and service PMI to have continued to edge slightly lower in September, as geopolitical...

The latest IMM data cover the week from 9 to 16 September 2014. IMM data released last Friday revealed that investors turned more bearish on the EUR as a percentage of open interest, returning...

This week the scorecard recommends buying GBP, JPY and EUR, while selling CAD, NZD and USD. Last week's signals resulted in a 0.4% loss. Especially the long JPY and AUD positions as well as the...

In Sweden the week ahead contains trade balance data and the NIER business and consumer confidence surveys. We take a closer look at last week's Riksbank minutes, the revised GDP numbers and the...

Market movers today In the euro area, ECB president Mario Draghi will testify before the European Parliament's Economic and Monetary Committee at 15:00 CET. In addition, ECB chief economist Peter...