Danske Markets

Market movers today US industrial production, final euro area HICP December inflation figures and Chinese Q4 GDP data are the highlights of the data calendar later in the week. Today, the Bank of...

We have for the past couple of months argued for a divergent growth, inflation and central bank outlook for Sweden and Norway. See for example Nordic Outlook , which we published two weeks ago. In our...

We are still positive on equities, as global growth remains solid, although the acceleration phase is likely to be over soon.Inflation remains one of the most important topics this year. Despite...

It all depends on inflation - it seems unlikely that the housing market will take a turn before the summer that will make the Riksbank change its plan to start lifting rates from summer. Therefore, it...

Swedish inflation will be in focus this morning. We predict Swedish inflation at 1.9% on CPIF (see more in the Scandi section).In the afternoon, attention will switch to inflation as well as retail...

Tensions between the US and China continue and we cannot rule out the risk of a trade conflict this year. On top of trade initiatives against China, the US government has recently reverted to using...

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 .The ECB minutes from the December meeting are...

It is time for inflation in Norway and Denmark for December. We look for Norwegian core CPI to increase from 1.0% y/y to 1.2% y/y (in line with consensus). Danish inflation is expected to be flat at...

Germany is due to release industrial production at 8:00 CET for November, which is expected to show a decent rebound of 1.8% m/m after the 1.4% m/m drop in October.Euro unemployment for November is...

EUR/NOK - with year-end NOK headwinds fading, we like to sell the cross on valuation, real rates, relative growth, and oil prices.EUR/SEK - we prefer a cautious stance and still think house prices and...

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 .We are heading for a...

The latest IMM data cover the week from 26 December 2017 to 2 January 2018To read the entire report Please click on the pdf File Below:

Last week, we published our Nordic Outlook. Noteworthy, is that we revised down our growth forecast for Sweden based on the weakness in housing investments due to the housing market outlook. In Norway...

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...

Reflation' beliefs have been spurred anew by a continued strong global cyclical stance, the enactment of the US tax reform and commodity-price rises. However, we doubt that 2018 will be the year when...

NEW RESEARCH WEBSITE . We have launched our new research website with all our research across asset classes and countries. Check it out now at https://research.danskebank.com .Today is the big Markit...