Danske Markets

Equity sell-off is temporary, equities are still set to move higher in 3-12M. This week has been hard for the equity markets and on Wednesday the US S&P500 experienced the biggest daily drop since...

Inflation upside surprise supports December hike.Gradual repricing of Riksbank vs. ECB behind our more cautious market view. NIER's view on CPI vs CPIF signals still cheap front-end BEIs. SEK gyrating...

Market movers today Market focus continues to be on equity market sentiment, developments in Italy and the US-China trade war, which got a slight relief from the message yesterday that US President...

After some stabilisation, Chinese stocks took a big hit overnight, falling 5% to the lowest level in more than two years. However, in contrast with the declines earlier this year, this was part of a...

At a glance - Less help from global updrift The Nordic countries have been benefiting from a strengthening global recovery, but that is now changing. The recovery is maturing in Europe and in the US,...

Market movers today Focus today will be on the equity market rout starting yesterday and continuing overnight in Asia. Developments in Italian bond markets also continue to be an important market...

This has become one of the key questions lately as the US Treasury Secretary is set to release the semi-annual report on the FX policies of trade partners next week. However, although President Trump...

Market movers today It's time for inflation in Norway . We look for a decline in the core rate in August to 1.7% from 1.9% in July, as we expect some of the volatile components to correct lower; more...

Receive SEK FRASEP19 and pay FRASEP21 for steeper curve while doing the opposite in corresponding EURIBOR FRA contracts (flatter curve) in a box at +11.5bp (indicative). P/L:+25bp/ 0bp. The SEK FRA...

Market movers today Focus in the markets continues to be on Italy, where bond yields keep surging higher. Developments in the US bond market and the jump in US yields recently are still a theme also....

Overall, there are few changes in the Scandi FX volatility sphere from last week, as low and downward-trending realised volatility weighs on implied volatility.One-month USD/SEK and USD/NOK...

Market movers today Key focus in European markets continues to be on Italy and the ongoing budget fight with the EU. The UK and the EU are likely to negotiate heavily on Brexit in the coming week,...

IMM Positioning Update - JPY shorts back in historical stretched territoryThe latest IMM data covers the week from 25 September to 2 October 2018. To read the entire report Please click on the pdf...

Election day on 6 November is drawing closer. In August and September, the generic ballot polls moved in favour of the Democrats - from 47.6% at the beginning of August, to 49.0% at the time of...

Global growth continues to slow. Global PMI for September showed another drop, pointing to further slowing of the global economy (Chart 1). The weakness was most pronounced in the euro area and China....

Political risks and inflation numbers near-term headwind for the SEK Given our base case where the Riksbank hikes in December... ..we recommend using such rallies to (re-)enter short tactical...