Danske Markets

Market movers todayThe release of US Empire manufacturing and retail sales are the two most interesting things on today's calendar. The week is overall rather quiet, but a few highlights include Fed...

The latest IMM data covers the week from 3 July to 10 July 2018To read the entire report Please click on the pdf File Below:

Majors. The trade war has returned as a key USD driver and, in our view, further escalation, which remains our base case, will tend to be USD supportive due to the less open US economy, which is set...

Trade tensions are set to remain a theme in the FX market in H2 and we develop a framework for analysing the impact on majors and emerging market currencies.In the form of a scorecard, we rank...

We introduce our top-down approach to ECB's PSPP holdings by a reiterative modelling approach.In December 2015, the ECB decided to reinvest the principal of maturing bonds under its APP ' for an...

Market movers today Trade war developments set to stay in focus with markets awaiting Chinese retaliation measures versus US. That said, both the US and China have signalled in recent days that they...

June inflation. CPIF and CPIF excl. Energy at 2.2% and 1.4% y/y respectively were both 0.2pp below Riksbank. Despite widespread stories in the media that prices on charter packages have been plunging,...

Market movers today Markets will continue to focus on the escalating US-China trade war and UK politics. ECB minutes today will be more interesting than usual . At the June meeting, the ECB decided...

Market movers today Focus will continue be on the escalation in the US-China trade conflict and notably on the Chinese response to the new tariffs announced by the Trump administration overnight; more...

The latest IMM data covers the week from 26 June to 3 July 2018To read the entire report Please click on the pdf File Below:

Market movers today Focus today will continue to be on the ongoing turmoil involving UK Prime Minister May and her cabinet. Also, for the first time, we will receive a monthly GDP figure in the UK:...

Market movers today Market action is likely to be driven by political developments rather than data releases, of which there are none of note today. The trade war has become a permanent fixture in the...

Market movers today Todays key market event will be the implementation of US tariffs on USD34bn worth of Chinese imports (with a further USD16bn set to be levied at a later stage). China has stressed...

Market movers today A busy day in the US calendar: ahead of the non-farm report tomorrow, we get ADP employment figures today, which should show a healthy pace of private-sector hiring just short of...

Market movers today A relatively light data calendar today with the US markets closed for Independence Day. In the UK, PMI services will attract some attention, as it will be interesting to see...

The QE figures for June showed the PSPP share rose to 83%, close to the highest on record, and significantly higher than recent trend with the new purchase rate commencing in January. The recent surge...