Danske Markets

We expect Mario Draghi to sound slightly more optimistic at this month's Governing Council meeting. It almost seems like a foregone conclusion that policy rates will be on hold.Since last month's...

Chinese stocks rise strongly on new push for urbanisation.Germany's Wolfgang Schäuble puts brake on bank union plan.Australia's Q3 GDP rose 0.5% q/q.Main releases today are US ISM...

US stock markets lost 0.5% - Asian markets mixed.Reserve Bank of Australia 'only' cut rates by 25bp - AUD slightly higher.Republicans make budget counter-offer.No key data releases today.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...

The latest IMM data cover the week from 20 to 27 November.EUR shorts were scaled back last week as indeed indicated by the sustained move higher in EUR/USD seen over the past two weeks. The Greek...

This week, the scorecard recommends buying SEK, NZD, NOK while selling JPY, USD, EUR (see suggested weights in portfolio in table below).The long basket this week includes the Scandies and NZD. The...

China's official manufacturing PMI rises to 50.6 in November.Stocks are mixed in Asia - EUR/USD is back above 1.30.Focus today is on PMI releases in Europe and the US.Markets Overnight Chinese survey...

China's NBS manufacturing PMI improved slightly in November to 50.6 from 50.2 in October and reached its highest level since April. The details were relatively strong with both new orders and export...

Market Movers AheadWe expect increased frustration with the lack of progress in the fiscal cliff negotiations in the coming week.Besides the political developments, the main focus in the US is the...

Fiscal cliff concerns ease as Republican House speaker says "this crisis" can be averted.Eurozone peripheral debt markets continue to perform strongly despite fiscal cliff concerns in other...

Japanese stocks are higher and the yen weaker, following better-than-expected industrial production data and flat inflation numbers.U.S. fiscal cliff talks continue -- Republicans reject the White...

What is the weight that the Riksbank attaches to the extremely weak NIER business confidence survey when it has to balance it against the high level of household debt?The probability of the rate cut...

NBP To Make Rate Decision The rate decision in Poland will be interesting next week. We do not doubt that the Polish central bank (NBP) will continue to ease monetary policy further at next week's...

The agreement reached by EU leaders is not sufficient to reach the debt targets agreed with IMF. In addition growth assumptions etc. appear optimistic.Is this cause for alarm? We think not! EU leaders...

This fact book on Ireland gives a brief overview of the main aspects of the Irish economy. It includes many informative charts and tables. The next fact book to be published is on Portugal. The idea...

Statistics South Africa today released Q3 GDP numbers. GDP growth in Q3 slowed considerably, as the economy grew an annualised 1.2% compared to the upwardly revised 3.4% in the previous three months...