Danske Markets

Main takeawaysAs the Brexit end-game has started, this report gives an update to the Brexit negotiations, the possible outcomes, what the obstacles are and what we expect of the economy and GBP. In...

Fed is on autopilot and the destination is neutralThe Fed meeting turned out pretty much in line with what we wrote in our FOMC preview: Destination neutral , as the Fed raised the target range by...

OPEC ups productionThe oil price has gained traction. It has increased 10% over the past month and oil is now trading at USD79/bbl. Falling US inventories, concerns about the impact of Hurricane...

Market movers today In the US, the week's most important event is happening tonight, namely the FOMC meeting with the rate announcement due at 20:00 CEST, see FOMC preview: Destination neutral , 21...

Market movers today With no major economic releases today, market focus will be on political developments around the Brexit negotiations and US-China trade dispute as well as ECB speeches. With...

Impl. NOK vol. has declined across the curve after last week's Norges Bank meeting. NOK vols seem fairly priced in our view.Impl. EUR/SEK and USD/SEK has ticked higher along with most of the other...

The latest IMM data covers the week from 11 September to 18 September 2018To read the entire report Please click on the pdf File Below:

Market movers today Financial markets will be awaiting new developments in the trade war between China and the US after China over the weekend officially cancelled the potential trade talks between...

Market movers aheadIn the US, we expect the Fed to hike the target range to 2.00-2.25% and PCE core inflation to rise +0.1% m/m which leaves y/y unchanged at 2.0%. In the trade war, we are still...

Main takeawaysAs the real economy is in good shape, the Fed is on autopilot until the target range reaches 2.75-3.00% (most FOMC members' estimate of the neutral rate) After neutral is reached, it is...

The tit-for-tat trade dispute between the US and China escalated this week.However, the market reaction was positive, as the actions were not as bad as expected. Indeed, both countries pushed for...

Market movers todayToday is PMI day. In the overnight session we got Japanese PMI, which came in at 52.9 and later today both US and euro area PMI are due. After starting the year on a declining...

Combine FRA MAR19/MAR20 steepener with receiving Riba JUN19.Fresh data coming up. (Priced) rate hikes should flatten BEI curve. Riksbank hike lends a helping hand to hammered SEK. To read the entire...

We update our forecasts for the government's account and net position.We project the government will draw down its deposits to DKK79bn by the end of 2019, which will raise the net position to DKK255bn...

Market movers today Today's highlight is without comparison Norges Bank, where we expect a first rate hike in seven years. The two-day informal EU summit meeting continues, which following media...

Main takeawaysSEK and NOK to strengthen Riksbank will not hike in 2018 ECB will hike in 2019 Brexit will be soft To read the entire report Please click on the pdf File Below: