Danske Markets

The official Chinese PMI manufacturing fell sharply in February from 51.3 to 50.3 (Consensus 51.1). While there could be some distortion due to Chinese New Year, the decline is nevertheless so big...

Market movers today Today, we publish the third paper in our series on inflation and what it means for markets. In today's piece we dive into the inflation development in the Scandinavian countries....

Our interpretation of Fed Chair Powell's testimony before the House of Representatives' Financial Services Committee is that he was being slightly hawkish , especially during the following Q&A...

This morning, we released our second paper in our series on inflation and what it means for markets. In this paper we have looked further into euro area inflation, see Part 2: Eurozone Inflation -...

Equity market turmoil Equity markets had a tumultuous start to 2018. Following a long bull run last year, which even accelerated towards the end of the year and into early 2018, sentiment shifted -...

Market movers today The key focus for financial markets this year (and trigger of the surge in market volatility) has been inflation and this week will by no means be different. On Wednesday, both...

With the Italian parliamentary election only one week away, polls continue to point to a hung parliament with no clear majority in sight. However, irrespective of the governing coalition formed after...

Market movers ahead In the US, January PCE inflation figures are due next week and we have several speeches by FOMC members in the calendar, along with the Fed Chair Jerome Powell hearing before the...

European PMIs support our view that the growth acceleration phase is over. Global growth is set to remain strong, supporting equities.Trump is slowly getting more protectionist with a looming decision...

Market movers today On a day with few important data releases, the financial markets will be looking to signs from the Fed on the outlook for the economy and monetary policy, when US Fed chair...

Inflation starts year lower......and bond supply falls EURUSDSEK - convergence! What convergence? To read the entire report Please click on the pdf File Below:

Market movers today In the euro area , a key release is the ECB minutes from the January meeting. No changes were announced at the meeting but we will look for the attention the (in hindsight) small...

The main event today is the FOMC minutes from the January meeting. The statement has not changed significantly but the minutes may give an overview of the different opinions within the Fed. In...

We present an overview of the scheduled dividend payments from large Danish corporates - an important seasonal factor for DKK in March and April. The dividend effect and tighter DKK liquidity could...

EUR/NOK. The NOK has suffered from the recent sell-off in risky assets. Meanwhile, looking ahead we still see a solid fundamental case for why the NOK should strengthen. First, higher and...

Market movers today We start the week in a quiet fashion on the data front. The main events will be the minutes of the latest Fed meeting on Wednesday, including the Fed governor's view on inflation...