Danske Markets

In the US, we get the FOMC minutes from the December meeting and we will look for clues as to whether other members other than Charles Evans and Neel Kashkari came close to dissenting. ISM...

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

First of all, we want to say Happy New Year to all! Why not start the year by reading our Big Picture: Global economy still on a roll Big Picture: Global economy still on a roll, FX Top Trades 2018 or...

The latest IMM data covers the week from 19 December to 26 December 2017.To read the entire report Please click on the pdf File Below:

In the US, we expect the labour market report for December to be strong, due partly to some catch-up effects from previous months.In the minutes from the December FOMC meeting, we will look for clues...

In this report, we provide an overview of the funding plans announced by the local Debt Management Offices for 2018 for Denmark, Sweden and Norway.For the eurozone countries, on 1 January 2018, we...

Both Denmark and the US have adopted expansionary fiscal policies for next year, with both operating close to full employment.The US is using up limited fiscal ammunition in good times instead of...

Despite the end of the QE programme, the Riksbank is set to reinvest SGB1052 (March 2019) from January 2018.Keep receiving 1Y 1Y but consider a hedge. We expect SGB to continue to be in short...

Market movers today In the US , PCE figures for November are due. CPI numbers (usually a good predictor of PCE) for November were weaker than expected. Based on CPI, we estimate PCE core increased...

The Chinese Central Economic Work Conference ended yesterday. It spells out economic priorities for coming years and, as we expected, it put fighting financial risks at the top of the economic policy...

We have a very thin calendar ahead of us today with virtually no significant data release in any of the major economies.There will be some focus on the Catalan regional election taking place today....

Main takeaways. The Riksbank kept the repo rate and the repo rate path unchanged as expected. Also as expected, it ended the QE programme. This said, it said that from the beginning of January 2018 it...

Market movers today The main event today is the Riksbank's monetary policy announcement in Sweden. There is a great deal of uncertainty related to this meeting as we're set to get information about...

Following a much-celebrated visit to China by US President Donald Trump in early November, the US-China relationship has gone steeply downhill.Several US trade actions and yesterday a very...

We have revised our forecast slightly higher for 2018 and expect Finnish GDP to grow 2.3% in 2018 and 1.9% in 2019. The Finnish economy continues to perform well but structural reforms are still...

Market movers today It is a fairly thin data calendar today with most focus on the US Republican tax bill amid the House and the Senate being on the verge of passing the bill. In the euro area, the...