Danske Markets

Central bankers look increasingly divided into those in the 'exit' camp (Fed, BoE, ECB), those in the 'no exit camp' (BoJ, SNB), and those in between (Riksbank, Norges Bank)While the Fed looks...

We expect the Bank of Japan (BoJ) to maintain its 'QQE with yield curve control' policy unchanged at its monetary policy meeting ending on 21 September.Political uncertainty is likely to increase in...

Central bankers look increasingly divided into those in the 'exit' camp (Fed, BoE, ECB), those in the 'no exit camp' (BoJ, SNB), and those in between (Riksbank, Norges Bank)While the Fed looks...

No hike but the Fed will announce that it will begin shrinking its balance sheet in October. This is widely expected and should not have a major impact on Treasury yields.We expect the median 'dots'...

New research from Danske Bank 'Stagflation' To read the entire report Please click on the pdf File Below:

Bank of England (BoE) sent a hawkish signal to markets, as it might tighten monetary policy 'over coming months' if underlying inflation moves higher and the unemployment rate moves lower.The...

Angela Merkel is still on track to secure her fourth term in office, as polls have changed little since the TV debate. We continue to see another grand coalition of the CDU and SPD as the most likely...

Market movers today Following the upward surprise in US CPI inflation yesterday, focus on the macro front today turns to US retail sales for August, which we estimate increased by 0.3%. Preliminary...

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:

Chinese growth data disappointed overnight pointing to weaker growth in both industrial production, fixed investment and retail sales. While we have expected China to slow down this year, I believe...

Market movers today In the US, CPI inflation for August will attract more attention than usual given that they will give the Fed its last impression of underlying price pressure before the FOMC...

We have revised our forecast slightly higher for 2018 and expect Finnish GDP to grow 2.8% in 2017 and 1.8% in 2018. After a lost decade, Finnish GDP is experiencing broad-based growth and cruising...

Market movers today In the euro area, the employment figure for Q2 is due for release on Wednesday. We estimate the improvement in the labour market continued in Q2, which has been indicated by strong...

Norges Bank has just published the Q3 Regional Network Survey, which is its preferred gauge of economic activity. The aggregated output index (next six months) surprisingly dropped from 1.29 to 1.11...

Japan is showing itself to be in good shape as the economic upswing is the longest standing since the crisis.We expect growth to continue through fiscal 2017, supported by a very strong labour market,...

Market movers today On a day with only tier-2 data out on the global front, focus is likely to continue to be on the situation with North Korea, where markets will digest the UN vote yesterday....