Danske Markets

The QE figures for March showed the PSPP share remained around 70% of the total EUR30bn APP purchase volume (EUR30.9bn in March) . The share has been relatively constant in Q1 with the new purchase...

Market movers today Focus today will continue to be on the US-China trade tensions after the Trump administration revealed a plan for a 25% tariff on 1,333 Chinese products worth USD50bn and China...

EUR/DKK spot and shorter dated FX forwards remain elevated to start Q2, likely supported by M&A activity and a low net position.We recommend Danish pension funds with EUR assets use a combination...

Market movers today Focus today will continue to be on the equity market rout caused by worries over trade war and headwinds in the US tech sector. We should expect more news this week on the trade...

The latest IMM data covers the week from 20 March to 27 March 2018.To read the entire report Please click on the pdf File Below:

Market moversGermany March inflation is due for release at 14:00 CET. We could see an increase in the country's EU-harmonised inflation, supported by food and non-alcoholic drinks. Monthly inflation...

Market movers todayToday is another quiet day in terms of global data releases with only tier-2 releases. In the UK , an economic survey from Bank of England is due out, which will give us more...

On 26 March, we asked clients where they expected EUR/SEK, EUR/NOK and EUR/USD to be in three months (19 June). We also asked the following questions. (1) Will the Riksbank hike in 2018? (2) Will...

On 26 March, we asked clients where they expected EUR/SEK, EUR/NOK and EUR/USD to be in three months (19 June). We also asked the following questions. (1) Will the Riksbank hike in 2018? (2) Will...

Market movers todayThe preliminary Spanish CPI data will provide the first clues to march inflation in Euroland. The US Treasury continues with the sale of T-bills (USD89bn) and 5Y bonds (USD35bn)...

A mixed picture at home and abroad Not all recoveries are the sameThe recovery continues both in the world economy and in the Nordic countries but with a few more reservations than three months ago...

Market movers todayThere are no significant market movers today. We have a few speeches from Federal Reserve members as well as ECB members. Focus in the market will continue to be on the risk of a...

Market movers ahead In the euro area , we project HICP inflation in March will bounce back to 1.5% y/y supported by Easter effects. Several Fed members are due to speak in coming weeks, giving further...

Trade war is slowly fought Market focus remains on trade policy, as markets are still concerned about a full-blown trade war. Yesterday, Trump announced he will impose tariffs on USD60bn of imports...

Potential growth loss probably underestimated.Upward pressure on Stibor fixings - have we reached a high? The so-called 'seasonal pattern' in EUR/SEK. To read the entire report Please click on the pdf...

Trump announces new trade measures against ChinaThe Trump administration yesterday announced plans to impose tariffs on up to USD60bn of imports from China . The tariffs will target the ten focus...