Danske Markets

Market movers todayEuro area industrial production for April is expected to surprise on the upside, and provide another signal that things are getting better. Based on country data, where especially...

On Tuesday at 16.00 CET our sold 2W CHF/JPY 105.50 straddle expired with a profit of 0.72% (spot ref.: 104.51).Our short GBP/SEK position was stopped out at 10.25 with a total loss of 2.66% (FX...

The Bank of Japan (BoJ) did not announce any new measures to stem the volatility in financial markets and, by not mentioning the volatility in financial markets in the statement, it appears that BoJ...

Belgium is a small open economy. Exports represent more than two-thirds of GDP. Belgium exports mostly to other countries within the EU but the proportion of exports to countries outside the EU is...

Market movers today: ECB Executive Board member Jörg Asmussen and Bundesbank President Jens Weidmann testify at Germany's Federal Constitutional Court in Karlsruhe on ECB's OMT programme today...

Emerging markets have generally been under strong sell-off pressure since this morning, both fixed income and FX as the sentiment towards emerging markets is deteriorating further.Emerging market...

Inflation probably bottomed in April but wage and inflation expectations may have reached record lows, putting pressure on the Riksbank.We reiterate our recommendation from 5 June when we suggested to...

The latest IMM data covers the week from 29 May to 4 June. A good deal of the massive USD longs taken on in the week to 28 May were unwound last week following the weak ISM manufacturing report out of...

This month we will see large index duration changes on the ordinary rebalancing day on June 12. The covered bonds with maturity in June 2014 will be eliminated from the bond indices and since these...

We are closing down our 1M AUD/USD seagull ahead of expiry for a 3.02% loss (spot reference 0.9435). Downside momentum in the cross has proved stronger than we envisaged. Australian data deteriorated...

The possible spill-over effect of the aggressive Japanese QE program remains a central market theme. It is still early days for the Bank of Japan program, and it will take time before a clear pattern...

This week, the scorecard recommends buying EUR, SEK and USD while selling JPY, AUD and NOK.All input factors besides FX currently favour a long EUR position, and the scorecard recommends buying EUR...

Austria is a small open export-oriented economy. Its most important trading partners are the eurozone and Eastern Europe. Exports to Eastern Europe have risen substantially since the eastern expansion...

Inflation will set the agenda in both Sweden and Norway. In April we saw a significant move higher in Norwegian core inflation and the opposite in Sweden. This divergence is expected to reverse in...

Euro area Sentix investor confidence will provide a first impression of market sentiment in June. We expect a continuation of the signs given by last week's PMIs that the worse may be over in terms of...

The data released for May suggest that GDP growth remains stuck below 8%, and could possibly ease to 7.6% y/y in Q2. However, the data does not suggest that the Chinese economy has entered a new phase...