Danske Markets

A major corruption scandal has hit Turkey this week. In raids earlier this week, at least 20 people including the sons of three top ministers were arrested on corruption charges. The arrests have sent...

Yesterday, the long position in Dec14/Dec15/Dec16 fly reached the stop at -62bp. We have encountered an average loss on the full position of 14bp, as we had a first entry at -42bp on 29 October and...

Denmark: Emerging from the crisis - the crisis is loosening its grip on Denmark and we expect to see the economy grow in the coming years Sweden: Final call - we remain optimistic, but there is...

Market Movers ahead In the US, ISM manufacturing should decline a bit and close some of the gap to production figures. The Fed's preferred inflation measure should come out well below FOMC's...

Primary market activity slowed significantly with year-end approaching. Fed tapering decision turned out to be dovish! EBA transparency exercise confirms that Nordic banks are strongly...

Market movers today On a day with mainly tier 2 data, markets are likely to further digest yesterday's FOMC announcement. US initial jobless claims are due for release at 14:30 CET but the data is...

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...

A run-through of our trading recommendations for 2013. We hope for a new good trading year in 2014. To Read the Entire Report Please Click on the pdf File Below.

Market movers today Today is the day we expect the Fed to start tapering asset purchases. We believe the Fed will taper by USD10bn but at the same time strengthen the forward guidance by revising...

Inflation outlook Euro area inflation is below the ECB’s 2% target and was 0.9% in November. We expect inflation to decline again in December primarily due to methodological changes to German...

Level 3 is a stock that is ready to move higher and worth keeping on your radar. In fact it is two stocks worth keeping on your radar. The holding Company L-3 Communications Holdings, (LLL), has moved...

German ZEW is expected to rise slightly from an already high level. This will underpin the picture of a strengthening growth picture in Germany as also indicated by German PMI and IFO. US inflation...

The latest IMM data cover the week from 3 to 10 December. The IMM positioning data released on Friday shows that for the second consecutive week investors have built in net long EUR positions (6.6K...

This week the scorecard recommends buying the NZD, SEK and EUR while selling the GBP, USD and CHF. Currently, all the scorecard model's input factors favour a long NZD position. In particular, the...

We have kept our the EUR/USD forecasts unchanged. But, compared with previously, our outlook for a weaker EUR/USD in 2014 now has more two-sided legs: we look for a steeper US money market curve to...

The flash estimate for the Markit/HSBC manufacturing PMI in December declined slightly to 50.5 (consensus: 50.9, DBM: 51.0) from a final reading of 50.8 in November. The details remained relatively...