Danske Markets

Saudi Arabia has temporarily lost 5.7mb/d of oil output following drone attacks on Saturday. This amounts to 5% of world output and is a significant blow to the oil market. Reports suggest Saudis can...

Market movers today Markets will continue to digest the repercussion of yesterday's eventful ECB meeting. Also focus remains on any headlines about a possible interim trade deal between the U.S. and...

We expect the Fed to cut again next week in line with market pricing. We expect the Fed to repeat its easing bias and to lower its dot plot to signal one more cut is on the cards but without a...

We expect the BoJ to keep its 'QQE with yield curve control' policy unchanged at the next monetary policy meeting ending on Thursday, 19 September.The economy is still going strong, which calls for...

The ECB cut the deposit rate by 10bp to -50bp, leaving the MRO and MLF unchanged, while also linking it to the inflation outlook. The ECB restarted QE by EUR20bn/month with an open end, which was a...

Market movers today As Brexit headlines are thinning now that the UK Parliament has been suspended until mid-October, a quiet day awaits us. Markets are in a wait-and-see mode ahead of the ECB meeting...

Thursday's ECB meeting is the most awaited ECB meeting in more than a year. The stakes are high as inflation expectations are far below target amid lingering economic uncertainty, which means we...

Market movers today Today the German Bundestag will start debating the 2020 budget. As we argue in Research Germany - Loosening the brake, 5 September, with the advent of the constitutional 'debt...

Market movers today The next four days we will be waiting for Draghi like the audience waited for Godot in the Beckett play 'Waiting for Godot' from 1953. Remember Godot never showed up. However, it...

Market movers ahead In the euro area, the highlight is the ECB meeting, where the unveiling of the long-awaited stimulus package is set to take place. In the UK, focus remains on Brexit and the...

US-China trade talks are set to resume in Washington in October. While we do not see scope for a big breakthrough, it may put escalation fears in the background for now. The situation is still very...

Key takeawaysOur base case is now that the UK will call a snap election early next week and that this will be held after 31 October (i.e. likely in November), implying an extension of the current...

Are we back to 2011?August inflation dataHawkish Ingves may provide a selling opportunity in the SEK Are we back to 2011? We think the Riksbank took most of us by surprise by...

We expect the long-awaited ECB meeting on 12 September to set the scene for months and potentially quarters to come. The question is not if the ECB will announce new initiatives but how much it will...