Danske Markets

Market movers today Another quiet day in terms of economic data releases with the preliminary US consumer confidence indicator from University of Michigan for April. Despite market volatility and...

Market movers today In terms of global data releases, today is quite boring. We get the ECB minutes from the March meeting but we doubt it will provide new insight about the timing of the next step in...

Growth outlook All our three favourite leading indicators point to a moderate slowdown ahead . Home sales growth has declined. Commodity price inflation has weakened. The credit impulse continues...

Market movers today Today's most important release is the US CPI release at 14:30 CET. We estimate the core index rose 0.2% m/m in March, implying an increase in the CPI core inflation rate to 2.1%...

Following the escalation of the US-China trade dispute on Friday, we have seen two signs that support the picture that it is part of negotiations to reach a deal rather than Trump taking China into a...

Market movers today Today is another quiet day in terms of global data releases but look out for US NFIB small business optimism due out at 12:00 CET. Usually it is a tier-2 release but it might be...

The US-China trade dispute continues to be on the market radar.Today is a quiet day in terms of data releases. For Scandinavian market movers see the next page.Selected market news This week's focus...

The latest IMM data covers the week from 27 March to 3 April 2018.To read the entire report Please click on the pdf File Below:

Trump has chosen to escalate the trade dispute with China further, which adds to the uncertainty and risk of a trade war.We still believe the US and China will ultimately strike a deal - but it may...

Market movers aheadThe US-China trade conflict will be the most important thing to follow in China next week. We believe we have entered a crucial phase and that we may be past the worst. CPI core...

SEK weakness in two waves - dovish Riksbank and sour risk sentiment.Consider vol-buying strategies over the Riksbank. Maintain long NOK/SEK. To read the entire report Please click on the pdf File...

Higher March inflation - but flight prices are a downside risk.Eurozone's economic outlook is crucial for Sweden's. Time for some profit taking and new opportunities. EUR/SEK 10.30 target reached -...

The US-China trade dispute continues to be on the radar.Focus will revert to economic key figures, as the US employment report is due for release today. Wage growth will take centre stage. A drop in...

Market focus this week was again on trade policy, with the recent retaliation from China and further tariffs by Trump in defence of US technology. US tariffs were softer than initially expected, at...

The cost of hedging USD assets is likely to continue to rise on further Federal Reserve rate hikes and tighter USD liquidity.We recommend EUR- or DKK-based clients with USD assets roll hedges out to...

Market movers today The US-China trade tensions continue to be the main theme in the markets . Markets calmed down yesterday and rebounded during the day as focus shifted from fears of a trade war to...