Danske Markets

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

Market movers ahead In the US, we believe ISM manufacturing data released on Monday is likely to increase to an even higher level in line with regional PMIs. Next week's US labour market report will,...

While the Phillips curve theory is important to understand monetary policy setting in the short run, the natural rate is key to understanding monetary policy setting in the long run.The BoE's Mark...

Market movers today The final day of the week brings a packed calendar, with several tier-1 releases both globally and in the Scandies. Also, we might get news on the next Riksbank governor. In...

New Riksbank governor - policy shift?SGBi's continue to trade strongly - but more ahead in short end. Norges Bank will hike after the Riksbank, says FX clients. To read the entire report Please click...

EUR/USD FX forwards have risen sharply over the past couple of weeks as US rates have increased and the turn of the year is moving closer.In our view, there is potential for a further rise over the...

A calendar of key events in the Commodities Market for the next week.To read the entire report Please click on the pdf File Below:

NOK and SEK will strengthen vs the EUR in three monthsLarge majority expects Fed hike in December Small majority expects Riksbank hike within a year. However, domestics have a 'hawkish tilt' Almost...

Market movers todayThe data calendar is fairly thin today, so market focus will probably be on the US tax policy proposals, where key republican policy makers sent out their proposal yesterday,...

The 'Big 6' Republicans published the tax framework yesterday. However, as it is just a blueprint, many details are missing and there is still a long way to go for tax reform.Committee for a...

More central banks are joining the 'exit' camp.We now expect the Bank of England to hike in November. Risks to yields are skewed increasingly on the upside. EUR/USD still higher longer term, but...

Market movers today In the euro area, figures on M3 money growth and loan growth for August are due. In July, M3 growth was reported at 4.5% y/y, which is somewhat lower than the 4.9-5.0% level...

It is a fairly thin data release calendar today, which means that market focus will be on the situation surrounding North Korea after the country's leader claimed yesterday that the US had declared...

In Sweden , the September NIER consumer and business confidence surveys (Wednesday) are of some interest, especially business confidence. The background is that PMIs for manufacturing and services...

Market movers today This morning markets will digest the results of the German election yesterday, see below and our German Election Monitor No 3: Difficult government formation ahead , 25...

The latest IMM data covers the week from 12 September to 19 September 2017To read the entire report Please click on the pdf File Below: