Danske Markets

Main takeawaysThe Riksbank cut GDP growth slightly and raised the CPIF inflation path due to higher energy prices and a weaker krona - quite minor adjustments overall. It made a small upward revision...

Market movers today Today's key event is the Riksbank meeting at 9:30 CEST, where we expect the rate path to be left intact, thus indicating a hike in Q4 (see Riksbank preview , 28 June). Danish...

Te latest IMM data covers the week from 19 June to 26 June 2018.To read the entire report Please click on the pdf File Below:

An eventful week lies ahead, culminating in the introduction of US and Chinese tariffs and the US jobs report on FridayIn the US, ISM manufacturing for June is being released today. Indicators for...

Market Movers aheadIn the US, the most important release will be the jobs report for June on Friday 6 July, but the week also brings FOMC meetings minutes. In the euro area, German politics will again...

As the European Council meeting draws into its second day, where notably eurozone reforms and Brexit are on the agenda, EU leaders struck a hard-fought deal yesterday on migration already. Apart from...

Did Trump just blink? Over the past few weeks, fundamentals have not been as dominant a market driver as politics, the trade war, geopolitical concerns and migration/the EU summit. Over the past week,...

Market movers today A key focus today will be inflation releases in the eurozone and the US, while the EU summit discussion in Brussels will be in focus notably with German Chancellor Merkel under...

We think the Riksbank will leave the rate path intact on 3 July, indicating a Q4 rate hike. However, in our view, the Board will probably acknowledge some soft development.Growth: The growth outlook...

ECB in no hurry to hike interest ratesThe European Central Bank (ECB) surprised the market at its June meeting. No real news was expected to emerge from the meeting but the ECB had a different view....

Market movers today Today, the two-day European Council meeting starts. Several topics will be in focus: migration, Brexit, security and eurozone reforms are on the agenda (European Council Agenda...

Market movers today We have another quiet day on the data front and instead the market will look for any new political statements in the trade dispute between the US and its major trading partners,...

The rising risk of a US-China trade war has put downward pressure on the CNY and we now see more CNY weakness ahead.We revise our USD/CNY and EUR/CNY forecasts higher, targeting USD/CNY at 6.70 in 12M...

Market Movers today Market focus will continue to be on trade war issues and the contents of the expected US Treasury report later this week on foreign investments. The market will follow the...

There are rays of hope for the outlook on euro area inflation and accelerating wage growth raises the prospect that the gradual rise in core inflation will continue. We remain somewhat sceptical on...

The latest IMM data covers the week from 12 June to 19 June 2018To read the entire report Please click on the pdf File Below: