Danske Markets

DANSKE BANK NEW RESEARCH WEBSITE: We have launched a new research website with all our research across asset classes and countries. Check it out now at https://research.danskebank.com .Market movers...

Tonight at midnight US time, there is a real risk of a government shutdown unless the US Congress passes a funding bill , as the Republicans and Democrats have yet to reach an agreement on immigration...

Market movers today The global data calendar is somewhat thin, albeit with eurozone current account data and the US University of Michigan survey on the agenda. In the UK, we are due to get the retail...

Some thoughts about the future.The SEK is not only EUR/SEK 6 not as weak as one might think. To read the entire report Please click on the pdf File Below:

The ECB's December accounts stated that: 'The language pertaining to various dimensions of the monetary policy stance and forward guidance could be revisited early in the coming year [2018]'. We do...

The 5Y point is the pivotal point on the EUR curve. This is right after the textbook and the normal pattern we see when monetary policy is about to change in either direction.It has resulted in a...

We take profit on our bearish USD/RUB spot outright, as a risk of a temporarily weaker RUB is looming due to possible anti-Russian sanctions by the US this month. Equally, USD-strengthening risk is...

With no major euro area data releases on the calendar, today's highlight will be speeches by Bundesbank President Jens Weidmann and ECB's Benoit Coeuré at a conference on economic policy...

Over the past month, we have seen renewed upward pressure on both European and US rates and yields. Ten-year German Bund yields have moved from 0.30% to 0.55% currently and 10Y Treasury yields have...

In the euro area, we are due to get the final December HICP inflation figures. We do not expect any revisions but instead will look for which items have weighed on service price inflation, as this...

We expect the Bank of Japan (BoJ) to maintain its 'QQE with yield curve control' policy unchanged at the next monetary policy meeting ending on Tuesday 23 January.We expect governor Kuroda to downplay...

Based on the higher-than-expected inflation print on Friday and the hawkish comments from influential NY Fed president William C. Dudley, we change our call and now expect the Fed to deliver the next...

In the UK, CPI inflation for December is released , which we estimate fell back to 2.9%, from 3.1% in November, due mainly to a lower contribution from food prices. We estimate core inflation fell...

In this factbook, we provide an update to Significant Challenges for Italy - All you need to know about key issues , 14 August 2017, and take stock of the developments on the political front, banking...

EUR/NOK 6 with year-end NOK headwinds fading, we like to sell the cross on valuation, real rates, relative growth and oil prices.EUR/SEK 6 we see EUR/SEK as a buy on dips; focus on inflation and...

The latest IMM data covers the week from 2 January to 9 January 2018.To read the entire report Please click on the pdf File Below: