Danske Markets

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...

ECB meeting did not change sentimentJPY shorts remain stretchedCarry is back in favorThe latest IMM data covers the week from 4 December to 11 December.ECB meeting did not change sentiment: The...

This week, the scorecard recommends buying NZD, CAD, AUD while selling CHF, EUR, NOK.The long basket this week mainly includes the three commodity currencies, NZD, CAD and AUD. All indicators favor a...

The Swedish krona has weakened as expected and EUR/SEK has reached our old 8.75 one-month forecast. We expect the krona sell-off to be nearing the end, however, as about two rate cuts are already...

In Japan the LDP won a landslide victory in connection with the Lower House election and will be in a strong position to push through its growth agenda.Boehner accepts tax increases for affluent...

Market Movers AheadThe fiscal cliff continues to top the agenda in the US and the week brings a number of releases that could shed some light on the effects: the first regional PMI data for December...

Today's release of euro area PMIs was a tad better than expected, driven by an improvement in the service component. The euro area leading indicator continues to improve but still signals slightly...

The Fed surprised by announcing numerical threshold values for unemployment and inflation that will guide the first Fed funds rate hike. We did expect such a move but not until spring next year.In...

Chinese December flash PMI increases, supporting our case for an ongoing recovery.EU summit delays decision on eurozone budget and economic reforms to June.Fiscal cliff talks show limited progress,...

The Hungarian central bank (MNB) is broadly expected to continue its easing cycle with yet another 25bp rate cut, which should bring the key policy rate to 5.75% at next week's Monetary Policy Council...

How weak is the Swedish economy really?Possible consequences for the curve:To Read the Entire Report Please Click on the pdf File Below.

China's HSBC manufacturing PMI improved to 50.9 in December from 50.5 in November. The details were also relatively strong with new orders improving to its highest level since April 2011. Export...

Chinese December flash PMI increases, supporting our case for an ongoing recovery.EU summit delays decision on eurozone budget and economic reforms to June.Fiscal cliff talks show limited progress,...

China finally appears to have bottomed out and we expect it to recover moderately in the coming quarters supported by stronger domestic demand and some improvements in exports. The property market has...

The Fed surprises and introduces "Evans rule" and asset purchases of USD 45bn.US stocks rallied but gave up the gains as fears over fiscal cliff returned.Eurozone agrees on common bank regulator as...

The euro area recession is set to deepen in the current quarter despite the absence of new negative shocks. The deepening is partly caused by a general attempt to reduce inventories.In 2013, headwinds...