Danske Markets

The latest IMM data covers the week from 17 October to 24 October 2017To read the entire report Please click on the pdf File Below:

New research from Danske Bank PMI is the only thing on the Swedish agenda this week. On the back of the continuing rise in eurozone October manufacturing PMI, we believe the Swedish equivalent...

We expect the Bank of England (BoE) to hike the Bank Rate by 25bp to 0.50% from 0.25% with a vote count of 7-2.We think this is more about taking back the emergency cut from August 2016, just after...

Market movers today After an intense central bank day yesterday, the data calendar is fairly thin today and hence market focus will probably be on absorbing yesterday's policy message from the...

Market Movers ahead A host of important data is due out of the US next week, as well as the November FOMC meeting taking place. The meeting is not expected to yield much news. We still expect PCE...

Central bankers keen to stress that path to normalisation of policy will be very gradual with ECB doing a dovish taper, and Scandi central banks in wait-and-see mode.Commodity prices on the rise but...

Zzzzzzzzzzzzzzzz - as expected, no change from the RiksbankEnd of QE (in December) and ECB policy statement make delay to rate hikes more likely EUR/SEK in new higher range To read the entire report...

ECB opts for a 'lower-for-longer' QE extension in 2018 and leaves forward guidance unchanged as we expected.ECB will publish details on reinvestment from November 2017 onwards. EUR/USD range bound for...

A calendar of key events in the Commodities Market for the next week.Below you find the video

As expected, Norges Bank this morning left the sight deposit rate unchanged at 0.50%. This was an 'intermediate' meeting, i.e. there was no monetary policy report or revised rate path. Also, this time...

Market movers today The big event of the day is the ECB meeting . The QE extension details are set to be released at 13:45 CEST in the 'monetary policy decision' press release, while other...

China has this morning presented its new leadership in the Standing Committee (SC) of the Politburo. The line-up was as expected following the news reports yesterday as outlined in our Flash Comment...

We look at key events that may affect pricing of a Fed hike in December and changes in USD liquidity and thus pricing of year-turn in EUR/USD FX forwards.In our view, pricing of year-turn in EUR/USD...

Market movers today In Germany , we get the Ifo expectations, which we expect to rise further to 107.9 in October, in line with the improved economic expectations indicated by the ZEW October release...

We expect the Fed to maintain the Fed funds target range at 1.00-1.25%.This is one of the small meetings without updated projections or a press conference and we do not expect the Fed to send any new...

We expect the Bank of Japan to maintain its 'QQE with yield curve control' policy at next week's monetary policy meeting.We still see a case for a higher USD/JPY in the medium term. We target USD/JPY...