Danske Markets

Market movers today The key focus in markets will continue to be the recent market rout and how far it can go. German factory orders should confirm the picture of robust manufacturing growth. The data...

The repatriation of overseas earnings will remove a large cash pool from the global USD funding market and reduce future flow to the market, which in turn will increase the cost of hedging USD assets...

Pay SEK 5Y5Y @ at 2.26%. 6m roll down -8bp.To read the entire report Please click on the pdf File Below:

The latest IMM data covers the week from 23 January to 30 January 2018To read the entire report Please click on the pdf File Below:

Market movers today The main focus starting this week is whether the sharp sell-off in both bond markets and equity markets continues on the back of the 'inflation scare' flaring up in markets. On the...

Market movers ahead Next week is set to be fairly quiet in terms of data releases and more focus will be put on speeches/political events. In the Fed, we believe the speech by William Dudley (the...

Reflation belief has fuelled central-bank 'normalisation' pricing but is it too early?Maybe but central banks are set to move slowly on rates in any case. The Bank of Japan, SNB and Riksbank are...

Market movers today In the US the January jobs report is due out, which we expect to show that employment has continued to rise. Focus remains on average hourly earnings growth (we expect 0.2% m/m),...

Two scenarios for the Riksbank.Better momentum in the housing market in January. ESV data suggest Debt Office might have to cut supply again. The SEK is repeating itself. To read the entire report...

Market movers today Today, we will get a range of PMI data across countries : in the euro area, Spanish and Italian manufacturing PMI figures for January are being released. For UK PMI manufacturing,...

Market movers today In the euro area all eyes will be on the January HICP figures today. We expect headline inflation to fall temporarily to 1.1% in January due to energy price base effects but bounce...

Market movers today In the euro area, market focus will be on GDP figures for Q4 17 today. Growth was strong in the first three quarters of 2017, with the latest print for Q3 at 0.7% q/q. Both survey...

In Sweden , manufacturing PMI is likely to stay at 60 as suggested by the recent convergence of the NIER manufacturing confidence indicator. However, services PMI appears set for a downward...

The latest IMM data covers the week from 16 January to 23 January 2018To read the entire report Please click on the pdf File Below:

Today will be fairly quiet with no global market movers being released. Later in the week, focus is on Donald Trump's State of the Union speech (Tuesday), the Fed meeting (Wednesday), euro area HICP...

Market Movers aheadWe do not expect the Fed to change rates on Wednesday, nor any major change to its statement, as the market has priced in three hikes this year already in line with the Fed's rate...