Danske Markets

Unfortunately, the positive developments in the US-China trade conflict did not last long. The risk of going into renewed escalation over the coming weeks is going up.The key challenge is how Trump...

Market movers today This week has mainly tier-2 data on the agenda, but despite this, interesting developments lie ahead. Italian politics will remain in focus, even after the coalition deal being...

Market movers aheadItalian politics will remain in focus, even after the reaching of a coalition deal this week. Attention is set to be on any comments on policy priorities, particularly whether we...

Markets are set to focus on any indications by the new Five Star-League government on its policy agenda and priorities in coming days and weeks.We expect to see clashes between the Italian government...

After some years of economic expansion and calm financial markets, the clouds are gathering over the eurozone again. This week, fears over a reawakening of the euro debt crisis riled financial markets...

Market movers today Significant market attention will be on the new government in Italy that was formed last night and what policy signals it will send with regard to its economic and EU policy...

Significant market attention will be on the new government in Italy that was formed last night and what policy signals it will send with regard to its economic and EU policy programme.The market will...

Q1 GDP was probably the cyclical peak. We may err on the exact timing of the decline in housing construction, but a decline it will be.Housing market stabilisation extends into May 6 turnover still...

Theme: China outlookThe IMF on Tuesday concluded its 2018 Article IV mission to China and released the end-of-mission press release . The IMF assessment of China is quite positive in relation both to...

US withdraws from Iran nuclear dealUS president Donald Trump announced earlier this month that he was pulling the US out of the 2015 nuclear deal with Iran and is planning to reintroduce tough...

Market movers today Much focus will remain on Italy amid the ongoing discussions on forming a viable government. It is still an open question whether new elections will be held and when or whether the...

The focal point in the European bond market at the moment is the political situation in Italy. Since the beginning of May Italian 10-year yields have widened more than 140bp, and the spread to Germany...

Summary points: The Italian bond sell-off reached unprecedented levels yesterday and is starting to have significant global ramifications as we saw during the euro debt crisis in 2012. The current...

Market movers today The key focus in the financial markets will be on the next steps in the Italian political drama after yesterday's sell-off, which is increasingly impacting global financial...

Italian turmoil, a hesitant ECB, US yields and carry mean that risks to our EUR/USD profile are now clearly on the downside.Clients with USD income/assets should consider risk reversals out to the 6M...

Market movers today The political crisis in Italy will continue to be a market theme today after President Mattarella gave the mandate to form a government that can be put to a confidence vote in...