Danske Markets

Market movers today In the UK , November inflation data is due to be released today. Headline inflation surged to 3.0% in October, but with the GBP depreciation pace abating there is a good chance...

EUR/SEK - risks remain skewed to the upside. Even if PPM factor could reverse, house prices will be SEK negative this week.EUR/NOK - sell the cross via 3M bearish seagull and utilise elevated...

Today, no global market movers are due to be released.However, we have a very busy central bank week ahead with the Fed, ECB, Band of England and Norges Bank meetings coming up and the EU summit...

We expect the Fed to hike the target range to 1.25-1.50% at next week's meeting and to continue signalling three hikes in 2018 and 2019.The tax reform is moving closer, but we do not expect the Fed to...

Market movers ahead We have a very busy central bank week ahead, with Fed, ECB, BoE and Norges Bank meetings coming up. We expect only the Fed to change its policy rate, hiking the target range to...

An intense week ahead.More flattening of the SGB curve into year-end. EURSEK enters busy week, while volatility is on the increase. To read the entire report Please click on the pdf File Below:

We expect the global expansion to continue lending support to profits and risk assets.We do not project a bond bear market, though. Rather we look for more US curve flattening. Credit spreads are set...

It is time for US payrolls, where we look for a solid report (see US Labour Market Monitor - Expect strong November report , 5 December). We look for a rise in employment of 195,000 in line with...

Following the decision to extend the QE programme for another nine months in 2018, we do not expect the ECB to make any changes to its policy stance at its upcoming meeting. Instead, we think...

EURSEK volatility on the rise ahead of PPM, inflation, Valueguard and more.Housing premium revisited. We prefer to buy EURSEK on dips and to be strategically long NOKSEK. To read the entire report...

Market movers today In Germany, industrial production is set to show a decent increase for October after a drop in September. A rise in factory orders yesterday continued to point to a robust...

Buy SGB1057 (Nov 2023) versus SGB1047 (Dec 2020) at 53.5. P/L 43bp/61bp. 1M carry/roll 0bp. A more cautious trade would be to do it versus a EUR 3s6s steepener. The end of the year is getting closer...

Germany is due to release factory orders for October this morning. In line with strong surveys, German order growth has been strong in recent months and showed the highest growth rate in six years in...

For the ninth year, we present our FX Top Trades for the coming year. For 2018 we focus on providing directional views on key currency pairs. As a foundation for our views and trades, we consider a...

Norges Bank has just published the November Regional Network Survey, which is its preferred gauge of economic activity. The aggregated output index (next six months) rose from 1.11 to 1.19 .This...

Market movers today The talks about a US tax deal continue to be the main topic in markets. Also, the market will monitor comments on Brexit negotiations after the talk yesterday between the UK's...