Danske Markets

Market Movers today In terms of economic data releases, it is a quiet day. Most important is Fed Bullard's speech tonight. Bullard is one of the dovish FOMC members but so far he has only hinted he...

NOK. The outlook for a stronger NOK suffered a clear blow last week, as the less committed easing message from the Fed's Jerome Powell has paved the way for more persistent USD strength. In our view,...

A trade deal keeps moving further away, as Trump ends ceasefire after a month and threatens with even more tariffs Chinese data points to stabilisation at a low level, more stimulus coming after trade...

Market movers today Norway's unemployment rate for July, published by the NAV (Norwegian Labour and Welfare Organisation), which reflects registered unemployment will be published this morning. While...

The Fed and other central banks are actively adding to the punch bowl and markets embrace the hunt-for-yield as long as this is the case. The TRY performance after the recent 425bp cut is the...

It is a matter of how the ECB will act, no longer if. The ECB tasked committees to examine the potential QE restart, rate cut, tiering and forward guidance, although there were no details on rate...

Market movers today It will be a rather thin calendar day ahead , flavoured by more Q2 19 earnings releases globally. In Europe, consumer and economic sentiment data for France and Italy are due for...

Market movers today Today's key event will be the ECB meeting. With economic data remaining lacklustre, the case for additional stimulus has strengthened. In a first step, we expect the Governing...

25bp or 50bp?When the Federal Reserve meets next week, the question is more about the size of the rate cut and not about whether to cut at all, at least if one looks at market pricing. We remain in...

Market movers today Today's main event will be the release of manufacturing and services PMIs out of the euro area. Before the meeting on Thursday, today's euro area PMIs will give ECB some vital...

Market movers today Today's main even is the announcement around midday of the next UK Conservative Party leader , who is also going to succeed Theresa May as Prime Minister. Everyone expects it to be...

Market movers today We start the week quiet on the data front with no key releases scheduled for today. Later in the week PMI figures and the ECB meeting will set the tone for financial markets. We...

It is a matter of when and how rather than if ECB will ease monetary policy. After Draghi's dovish Sintra speech, lack of improvement in growth and inflation, and comments from ECB GC members, the...