Danske Markets

Market movers today A very eventful week starts rather slowly with the big event today being inflation data in Norway ( see Scandi markets) and the last day of the Brexit debate ahead of the vote in...

While the global economy is slowing, it will not enter a recession yet .Instead of recession, we see economies merely slowing to their potential growth rates. US-China ceasefire - real deal possible...

Despite May's attempt to secure public and political backing, it seems unlikely the deal will be passed on Tuesday.As a defeat is widely expected, markets would react to the size of the defeat,...

OPEC+ agrees to cut production by 1.2mb/d, effectively bringing its production back to its level at the beginning of the year.The deal is set to last six months and to be reviewed in April. The...

US-China ceasefire off to a rocky start - but we still look for a deal in 2019The US-China trade deficit at a new high in October as China cuts imports China PMI surprised to the upside but we see...

Is the market too bearish?Relative flattening trend remains strong - though negative roll-down takes off some of the shine Potential trade idea on watch-list Lower inflation in November Stronger krona...

Market movers today Today, we have a numbers of important data releases on both sides of the Atlantic, starting with the US job reports for November, where we estimate non-farm payrolls rose around...

The new reinvestment strategy could be the most interesting part of next week's ECB meeting, when a formal announcement about the end of the net asset purchases is set to be made.Although the stakes...

Market Movers aheadWe expect the ECB to officially end the QE programme when it meets next week. Flash PMIs for the US, Japan and euro area are due for release next week. In particular, the euro area...

Market movers today OPEC will meet today to discuss potential production cuts in 2019. A press conference is scheduled for 13:00 CET, which will be monitored closely amid soaring oil price volatility...

Pressure is mounting on the Italian government to resolve its budget feud with the European Commission, with the economy already contracting in Q3 and shifting public sentiment.Although the sky for a...

Market movers today In the euro area, service PMI readings in Italy and Spain for November are due as well as retail sales for the eurozone. These numbers will provide interesting clues about the...

Recent growth weakness spills over to Q4 activity, while core inflation disappoints once again.Data-driven ECB looks increasingly challenged in growth and core inflation optimism. Italy's budget fight...

The US-China ceasefire in the trade war has led to the biggest two-day drop in USD/CNY since 2005, falling to 6.83 from 6.96 on Friday. Two things could be behind this - or a combination of 1) squeeze...

Market movers today This morning we published our Big Picture on the global economy - while the growth in the global economy will continue to moderate, we do not see an imminent recession risk in...

It is that time of year again... for the 10th time we present our FX Top Trades for the year ahead. We include both spot and option strategies with the latter allowing us to express longer-term views...