Danske Markets

The main focus at the ECB meeting is likely to be how big a problem the current pace of euro appreciation is for the ECB . We expect Mario Draghi to express concern about this and explicitly mention...

Market movers today Today all eyes will be on the US labour market report. Focus remains on the unemployment rate and wage growth as these remain crucial for the Fed's decisions on quantitative...

Comfortable, but cautious RiksbankLonger-dated real rate at unattractive levels and unjustified low End of or a pause in the outperformance of covered bonds? EURSEK zooming in on Riksbank and ECB To...

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:

We take a loss on our long USD/CNH position via a 12M 1:1:2 ratioed seagull.We see further upside risk in EUR/USD in the near term which, given current correlations, implies further downside risk to...

Market movers today Focus remains on euro area inflation in August. Yesterday's German and Spanish figures were both higher than expected but the upside surprise was driven mainly by energy price...

Market movers today The first information about euro area inflation in August is due for release today with the German and Spanish figures. In both countries, inflation should be above 1.5% and not...

The looming decision on the US debt ceiling and Federal Reserve getting ready to pull the trigger on quantitative tightening means that USD liquidity could start to become scarce from Q4.A rebuilding...

With the final vote less than a month away, an aggressive election campaign continues to be absent and Angela Merkel is on track to secure her fourth term in office.SPD candidate Martin Schulz is...

Market movers today It is a fairly thin calendar in terms of data releases today. The most interesting figure is the US Conference Board consumer confidence, which is set to decline modestly. Despite...

North Korea this morning fired what was likely an intermediate-range ballistic missile over Japan into the Pacific. After a short period of calm the North Korean crisis is again escalating.How serious...

The latest IMM data covers the week from 15 August to 22 August 2017.To read the entire report Please click on the pdf File Below:

Market movers today Financial markets in general, and the oil market in particular, will be monitoring the ramifications of Tropical Storm Harvey on South Texas where much of US energy production...

There is a lot of semi-important Swedish data out next week. We estimate PPI continued to fall in July on the back of SEK appreciation, as PPI is a mixture of domestic and export prices. Household...

Market Movers ahead A key release in the euro area is HIPC inflation on Thursday, which we expect to show a small increase in headline inflation, while we expect core inflation to fall slightly in...

A quantitative run through of the Swedish fixed income market, starting with the Riksbank and money markets before moving on to government and covered bonds.To read the entire report Please click on...