Danske Markets

Growth in China’s commodity imports increased in April for key commodities including crude oil, copper, iron ore and soybeans. The Chinese economy is stabilising which removes an important...

Market movers ahead In the US, we can look forward to an eventful week with plenty of key figures and FOMC speeches on the agenda, with Janet Yellen's (voter, dovish) speech on Friday. We estimate...

The past week saw strong performance for many risk assets. Peripheral bond yields keep going lower: the Spanish and Italian 10-year yield set new records, falling further below 3% and in the credit...

We expect today's ECB meeting to be another wait-and-see one without any new easing measures, see ECB Preview: Wait-and-see until June , 5 May 2014. Mario Draghi is expected to continue to sound very...

We expect the ECB to remain on hold at tomorrow's meeting (see ECB: Preview: Wait and see until June, 5 May). In this case, the focus is set to remain on the pace of normalisation of the interest...

We expect German factory orders to send another signal of solid GDP growth in Q1, as we forecast an increase of 0.4% m/m in March after it rose 0.6% m/m in February. This follows as the new order...

The first estimate for the service PMI indicator for Italy and Spain will be the most interesting new information in connection with today's release of final service PMI in the euro area. We expect...

One of the crucial questions relating to the timing of the first Fed hike is how much slack is prevalent in the US labour market. While the unemployment rate has come down significantly over the past...

Danish investors net purchased foreign shares and bonds in January, while foreign investors net purchased Danish shares and net sold Danish bonds. The foreign ownership share of all DKK-denominated...

This week the scorecard recommends buying GBP, JPY and USD while selling SEK, NOK and AUD. Most input factors currently favour buying GBP. In particular, the interest rates and the...

The latest IMM data covers the week from 22 to 29 April 2014. IMM data released last Friday showed that the biggest changes in non-commercial positioning in the week to 29 April were seen in AUD and...

Market movers today Focus will continue on developments in Ukraine where turmoil has spread and turned more deadly over the weekend. Markets in both the UK and Japan are closed for bank holidays...

In Sweden, the week ahead will see important activity data with industrial and services production on the agenda. At the same time, we will also receive industrial orders, which will give us...

We expect another wait-and-see ECB meeting. Mario Draghi will sound dovish as inflation was below ECB's expectation again in April, but the Governing Council should refrain from action at least until...

Denmark's currency reserve was DKK438.3bn in April - DKK20.7bn lower than in March. DKK20.1bn of the drop was due to net FX intervention from Danmarks Nationalbank. DN increased the rate on...

Market movers aheadRising money market rates and a stronger euro are probably not enough to prompt a rate cut or other easing measures at this week's ECB meeting, although we cannot rule this out. ...