Danske Markets

Market movers today In the euro area, we have the final HICP figures for July released. The initial estimates showed headline and core inflation at 2.1% and 1.1%, respectively. Judging from the...

Don't lose sight of the housing dataCorrection: Stockholm flat prices down by 0.8% m/m Pricing of Riksbank suggests moving exposure Swedish election keeps SEK under pressure. EUR/SEK 3M target...

Market movers today The key event on the calendar will be the Norges Bank meeting (see Preview ). We think Norges Bank is unlikely to react to distorted summer data and global risks. Hence, we do not...

EUR/NOK. The summer period has contributed to keeping the NOK weak, as thin liquidity and profit taking by foreign investors have acted as NOK headwinds. Meanwhile, we still believe in NOK...

The focal points in the European bond markets at the moment are the uncertain situation in Turkey, the political situation in Italy and the global trade jitters. The result has been renewed support to...

Market movers today The UK inflation report for July is the key release in Europe today, where we estimate CPI inflation fell to 2.3% y/y from 2.4% y/y in June. In general, we believe the inflation...

EUR/DKK FX forward curve has steepened as the 3M point has declined to its lowest level since early 2018 on portfolio outflows and ample DKK liquidity.We still expect the DKK net position to be around...

Implied and realised volatility has rebounded from low levels driven by general risk-off moves in the market.In particular, USD/SEK and USD/NOK impl. vol. has surged, driven by the USD-leg. Higher SEK...

Market movers today Financial markets will continue to focus on developments in Turkey , which over the past week have had significant ramifications for other emerging market and G10 currencies. A...

Today, we are launching our new weekly podcast 1Macro Strategy Views which is scheduled to run every Monday. The podcast focuses on topical macro and market themes and trade ideas. Thomas Harr, Global...

The latest IMM data covers the week from 31 July to 7 August 2018To read the entire report Please click on the pdf File Below:

Market movers today The development in Turkey will continue to drive financial markets today, see more below and Flash Comment - Turkey: Erdogan chooses the confrontation path - TRY collapses , 10...

Main macro themes Trade war. While the US and EU have smoked the peace pipe, the conflict between the US and China has escalated further. The Trump administration is now considering imposing 25%...

Market movers today Inflation releases are a key focus today in the Scandies as well as the US, while geopolitical issues also will continue to be a key market issue. While July headline inflation in...

Market movers aheadIn Norway , we do not expect Norges Bank to raise its policy rate. The upcoming meeting is one of the small meetings without an updated monetary report and press conference. In...

Market movers today With another quiet day on the economic data front, the market will focus on geopolitical developments around Russia and Turkey, where the US has adopted new sanctions. On the data...