Danske Markets

The main news out of the US will be the minutes from the January FOMC meeting; discussions on inflation and fiscal stimulus will be particularly interesting.In the euro area the focus turns to PMI and...

In the most recent Monetary Policy Report, the Riksbank expressed a concern that (consumer) service inflation is not behaving as expected.This was the prime reason for reducing its inflation...

Market movers today Today we get a number of tier two data releases. In the US, the release of import prices in January is likely to attract at least some attention given the focus on 'reflation' in...

To wait or not to wait? Considering that our CPIF ex energy forecast is still quite significantly lower than the Riksbanks, we stick to our base case, implying that rate hikes will be pushed out to...

In Norway, Norges Bank's governor Olsen is making his annual address at 18.00 CET, which will be interesting, not least as Norges Bank has made a U-turn from signalling further rate cuts to indicating...

Main takeaways. The fact that the Riksbank chose to reduce inflation (in particular CPIF ex Energy due to lower-than-expected wage increases) and GDP forecasts (now recognising that housing...

The rise in both European and US yields has come earlier than we expected in, for example, Yield Outlook 6 Risk to yields skewed on the upside but mainly on a 12M horizon , which we published on 17...

Market movers today A fter a few quiet days in terms of data releases, today is more interesting, not least Sweden , where Prospera inflation expectations are due at 08:00 CET, Valueguard house prices...

Market movers today The calendar is thin again today and overall focus remains on market sentiment. US stocks closed higher for the second consecutive day yesterday. The most important release is the...

Market movers today There are no major global data releases today and focus remains on risk sentiment after the big drops in stock prices last week. In Denmark, we forecast CPI inflation was unchanged...

We view the sell-off in stocks as a correction 6 the upward trend is supported by strong profit growth.Data this week adds to the picture of a robust global recovery underpinning profits. Bond yields...

SEK: Riksbank and Valueguard in focus Play a possible comeback of the term premium by paying SEK 5Y5Y To read the entire report Please click on the pdf File Below:

Selected market newsBank of England (BoE) sent a more hawkish message than we and markets had expected, as it is concerned about overheating the economy. This is also the reason why we now expect the...

Based on the hawkish signal from the BoE, we now expect the bank to hike the Bank Rate to 0.75% as early as May (previously February 2019). As this seems like the beginning of a hiking cycle, the BoE...

Yesterday, the deadline expired for nominating candidates to succeed Vítor Constâncio as Vice President (VP) of the ECB. The position is the first of a total of four seats on the ECBs...

The main focus continues to be overall market confidence and whether the worst is over with regard to the big equity sell-off earlier this week . Our market sentiment indicators have moved from very...