Danske Markets

Risk premiums across asset classes are currently at pre-Lehman Brothers lows.High GDP growth relative to short-term interest rates supports low risk premiums. As US interest rates rise towards the...

Neutral Riksbank (RB) minutes.Market obsessed with first hikes but QE exit set to come first - Pay 5Y5Y vs EUR. Trade FX in a bearish rate scenario. To read the entire report Please click on the pdf...

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:

Markets will keep a close eye on Theresa May's speech on Brexit in Florence this afternoon, where she will outline the details of the UK's negotiating stance after the UK formally leaves the EU at the...

As expected, Norges Bank (NB) left the sight deposit rate unchanged at 0.50% this morning . The Board maintained the neutral bias formally introduced in the statement in September 2016, and reiterated...

Markets will continue to digest the FOMC meeting yesterday, see our take here in FOMC review: Unchanged hiking signals as QT is set to begin next month , 20 September 2017.In the Scandi markets,...

As expected, Fed maintained the target range at 1.00%-1.25% and announced it will start shrinking its balance sheet ('quantitative tightening') next month.More interestingly - and in line with our...

The key event today will be the FOMC meeting, with the announcement at 20:00 CET, and Janet Yellen's press conference at 20:30 CET. We expect no change to the fed funds target range, but instead...

Swedish CPI is immediately affected by rate hikes as flexible mortgage costs are impacted (currently 70% of mortgages are running at flexible rate).Markets have sold off recently and current market...

Today, German ZEW expectations. In August, the figure dropped to 10.0, due to weaker exports and the growing scandal in Germany's automobile sector. Together with the appreciating euro's pressure on...

EUR/NOK . During the summer we argued that the downside potential for EUR/NOK was increasingly limited on the back of positioning and the oil price reaching the high end of its trading range. In...

Market movers today Today we have a very light data calendar with the final euro area inflation prints for August due out, although we do not estimate any significant changes. Later in the week the...

The latest IMM data covers the week from 5 September to 12 September 2017To read the entire report Please click on the pdf File Below:

In Sweden , minutes from the Riksbank's September monetary policy meeting were published on Thursday. The press release after the meeting showed that all board members agreed to keep the policy...

Market Movers ahead We look for the FOMC to announce 'quantitative tightening' and signal one more rate hike this year when it meets on Wednesday. We expect EUR manufacturing PMI to show a slight drop...

EUR/NOK . During the summer we argued that the downside potential for EUR/NOK was increasingly limited on the back of positioning and the oil price reaching the high end of its trading range. In...