Danske Markets

Market movers today Another quiet day on the data front, but there will be substantial market focus on developments in Italy, Turkey and the trade spat between China and the US. In Italy, the...

The QE figures for July showed an increase in the PSPP purchase relative to the private sector programmes (CBPP3, ABPP, CSPP). Hence, almost 85% of the monthly QE of EUR30bn was spent on the public...

Market movers today It is another quiet day on the data front and hence focus in the market will continue to be on political developments, notably the trade frictions between the US and China, where...

The latest IMM data covers the week from 24 July to 31 July 2018To read the entire report Please click on the pdf File Below:

Market movers today With no significant market movers on the agenda today, the focus will be on new signals from China and the US in the ongoing trade war after Chinese authorities pledged on Friday...

Main macro themesTrade 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 todayToday's main event is the US labour market report. We expect the NFP number to be 190,000, slightly below the consensus estimate, and we expect the unemployment rate to decline back...

Bank of England increased the Bank Rate to 0.75% from 0.50% as expected but the unanimous 9-0 vote was a hawkish surprise. The BoE seems to be thinking very much like the Federal Reserve in the sense...

Market movers todayToday's highlight is the BoE's rate decision at 13:00 CEST. We expect the Bank of England to hike the Bank Rate from 0.50% to 0.75% (in line with consensus and market pricing), as...

Today's main event is the FOMC meeting tonight, but it is likely to be uneventful. We expect the Fed to maintain the target range at 1.75-2.00% and given it is one of the small meetings, there will...

The Bank of Japan has tweaked its policy and introduced forward guidance in order to increase policy sustainability, as the weaker inflation outlook requires easing for longer.The effective upper...

The latest IMM data covers the week from 17 July to 24 July 2018To read the entire report Please click on the pdf File Below:

We expect the Fed to maintain the target range at 1.75-2.00% at the upcoming meeting on Wednesday. It is one of the small meetings without updated projections or any press conference. The only piece...

The latest IMM data covers the week from 17 July to 24 July 2018To read the entire report Please click on the pdf File Below:

Main macro themesTrade war. A meeting between EU Commission President Jean-Claude Juncker and US President Donald Trump resulted in a plan for further negotiations and Trump vowed not to put tariffs...

Market movers todayThe calendar has a slow start today to an otherwise busy week. The Bank of Japan (Tue) and Bank of England (Thur) meetings will be particularly interesting and we expect the BoE to...