Danske Markets

Market movers today A key event today is the ECB meeting. Albeit we do not expect big communication changes, the ECB will present new staff projections. We expect a marginal downward revision of the...

Despite the conflicting views of the coalition parties, Italian voters are unlikely to head to the polls again soon.The 2019 budget deficit is likely to land somewhere between 2.0-2.4% of GDP as the...

Danske Bank's Budget Guide 2019 is intended as a quick reference guide to help facilitate the 2019 budget planning of EUR-based companies.We seek to answer the following questions with 2019 budgeting...

Market movers today There are few data releases today and market focus therefore continues to be on a possible escalation of the trade dispute between the US and China. A week has passed since the...

I have just returned from a trip to China on a fact-finding mission to gain a better understanding of the worlds second-largest economy. I travelled with Mathias Boyer from our representative office...

Riksbank pricing has adjusted at the very front end of the money market curve after last week's policy announcement. The number of basis points of hikes up to the February meeting has jumped to 22bp...

Market movers today It is a relatively light day on the data front. Financial markets will focus on political events , such as the Brexit negotiations, where EU negotiator Michel Barnier yesterday...

Implied SEK volatility has fallen sharply following yesterday's general election in Sweden.The risk of politics-related volatility in the SEK remains intact given the many unknowns regarding the...

Market movers today Scandi markets will be digesting the financial implications of the outcome of the Swedish general election. Exit polls at the time of writing suggest that country's Red-Green block...

Alliance and Red-Green blocks equal in size - SD has strong veto power. New government will be a historically weak one - first challenge to pass budget. The political risk premium in EUR/SEK may not...

The latest IMM data covers the week from 28 August to 4 September 2018To read the entire report Please click on the pdf File Below:

Market Movers ahead US President Trump to possibly announce US tariffs on an additional USD200bn of Chinese imports next week. Also CPI data will be released (Thu), where we expect 2.3% Emerging...

US midterm election is mostly a political eventTrump's first real political test is on Tuesday 6 November, when the midterm elections take place. While media coverage is going to be intense, we think...

Market movers today We expect a solid August US jobs report , which is the key event today. We do not expect the report to impact Fed policy, which is set to deliver two more hikes this year. Final...

We look for EUR/USD to stay unchanged following the ECB meeting next week.Monetary conditions have started to turn EUR positive as rise in EUR liquidity has halted, money growth has slowed and...

Feinschmeckeres will pay attention ECB meeting on 13 September 2018. Rate decision at 13:45 CEST, followed by a press conference at 14:30 CEST. Next week's meeting is one for the geeks and may contain...