Please try another search
Housing construction gloom in the pipelineFixed Income strategy - keep rolling (outright) and relative flatten SEK and Riksbank stuck in a silly spiral To read the entire report Please click on the...
Market movers today There are no global key figures of interest today. Focus will continue to be on the political situation in Italy (where bond yield spreads are now wider than before the election)...
EUR/NOK. We still think the relative growth picture, the positive terms of trade shock (higher oil prices) and a Norges Bank set to initiate a moderate hiking cycle should support a stronger NOK this...
We expect the US PMI to fall back in May, while the euro area PMI should stabilise after the recent month's weakness.We do not expect the minutes from either the Fed (Wednesday) or ECB (Thursday) to...
This week, Italian election headlines have been dominating financial markets, as there seems to have been a breakthrough in the formation of a new government. Benchmark yield spreads vis-à-vis...
Starting on Thursday 17 May (depending on market conditions), the SCBC is set to introduce a new benchmark loan (SE00111167428), maturing on 21 June 2023, which will fit between SCBC143 (June 2022)...
Market movers today A very quiet day on the data front. The US initial jobless claims and Philadelphia Fed survey are the only data of interest. It will be interesting to see if the Philadelphia Fed...
Market movers today Final Euro CPI data should confirm that core inflation fell to 0.7% y/y in April, but more details will be revealed with today's release. In the US, housing starts and industrial...
Most of this week's key data is being released today. US retail sales for April are expected to show a decent rise of 0.4% m/m for the core measure (control group). US private consumption was soft at...
A very light calendar today albeit watch out for quite a few ECB speakers including Lautenschlager and Praet during the day. Key releases this week will be US retail sales, German ZEW and the monthly...
A quiet day on the data front. Preliminary US Michigan consumer confidence for April is the most interesting item.ECB President Mario Draghi is speaking in Florence today at 15:15 CEST. We expect the...
As expected, the Bank of England decided not to hike the Bank Rate at this meeting (vote count unchanged 7-2, a bit dovish as some had thought it might be 6-3) , as economic indicators surprised to...
Market movers today Today is another quiet day in terms of global data releases. The EU press conference on trade talks with China (market access, investment, US tariffs and intellectual property...
China's top economic adviser and vice-premier Liu He is going to the US next week for further negotiations. This is a positive sign that the path of negotiation is still the preferred one after the US...
US President Trump tonight announced that US will withdraw from the 2015 Iran nuclear deal and reinstate nuclear-related sanctions.It is unclear whether this will affect Iran's oil exports and thus...
Market movers today Today at 20:00 CEST, US President Trump will announce his stance on the Iranian nuclear deal. This is particularly important for the oil market as there is a risk of Iran's oil...
We look for EUR/USD to slide further near term, while stressing that the next big move is set to be higher.We have revised lower our 1M, 3M and 6M forecast to 1.18, 1.19 (previously 1.23) and 1.23...