Danske Markets

Market overview Significant rate fall in Europe - German 10Y yield drops below 1% The eurozone stalled in Q2 14 but seems to have returned to growth in Q3 Theme: Ukraine crisis and the Nordics ...

Headlines Credit spreads tightening again after widening in early August Hawkish FOMC minutes Primary market activity gradually picking up speed – financials leading the way Market commentary...

Global growth accelerated sharply in Q2, as activity in both the US and China swung back sharply following the very weak start to the year in both regions. However, part of the re-acceleration was due...

Market movers today Focus will be on Janet Yellen's speech in Jackson Hole at 16:00 CET. Yellen speaks on the subject of the labour market - the key component to the timing of the first rate hike....

We revise down our growth forecast. We take a quick look at the Swedish Phillips curve. While waiting for higher yield, flatten the curve and be long. To Read the Entire Report Please Click on the...

Market Movers ahead In the US, attention continues to be directed at inflation and the housing market. US inflation is set to be the main focus next week, as the release of PCE figures should...

CEE stuck between geopolitics and deflation fears The continued concerns over the geopolitical situation in Ukraine, the fear of an outright Russian invasion of Ukraine and the Russian...

The euro PMIs in August were a bit weaker than expected, but the service PMI remained high at 53.5 in August (down from 54.2 in July), while the manufacturing PMI declined to 50.8 in August from 51.8...

Market movers todayToday's Flash PMIs in Germany, France and the euro area will give more clues about the slowdown in the euro area. For the euro area we look for a slight rise in manufacturing PMI...

Euro inflation declined to a new cycle low of 0.4% in July and, excluding taxes, was only 0.2%. The persistent low inflation has resulted in a considerable decline in market-based inflation...

The flash estimate for China's Markit/HSBC manufacturing PMI in August declined to 50.3 (consensus: 51.6, DBM: 51.9) from a final reading of 51.7 in July. This is the lowest level since May. The...

Developments in the Ukraine crisis remain the main market mover and it seems no news is good news, giving way to a further rebound in risk assets. However, a re-escalation could turn around risk...

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...

Market movers today The situation in Ukraine continues to be the main focus of the markets. The key question in the short term is still whether the conflict will escalate to the point where Russian...

The latest IMM data cover the week from 5 to 12 August 2014. IMM data released last Friday revealed that investors for the first time in five weeks added net EUR longs. From a historical...

This week the scorecard recommends buying EUR, AUD and CHF, while selling SEK, CAD and NOK. Last week's signals resulted in a 0.3% gain. Especially the long SEK position performed well. Year-to-date...