Market Overview

The most significant event for the markets last week was Draghi disappointing markets that were eager for an increase in ECB QE. Instead, the ECB President cut the deposit rate by 10 basis points to...

We can grasp at straws and look for the positive in the Chinese trade balance data but at the moment a small boot in domestic demand is not going to help commodity prices and that is where the focus...

Oil slick, ironed outThe focus of the first 24 hours of this week has been almost exclusively on commodities and emerging markets with some big moves increasing the uncertainty as we close out the...

Dollar continues to rebound against other major currencies this week. Weakness is apparent in commodity currencies, in particular Canadian dollar as crude oil tumbled to near 7 year low. WTI is...

• Japan avoids technical recession Japan’s economy dodged a technical recession, defined as two consecutive quarters of negative growth, with the Q3 growth rate revised up to +0.3% qoq. The...

A quantitative run through of the Swedish fixed income market, starting with the Riksbank and money markets before moving on to government and mortgage bonds.To Read the Entire Report Please Click on...

In the euro area the second release of Q3 GDP figures is due. We expect growth of 0.3% q/q as shown by the preliminary numbers. The components will also be released and here we expect to see that...

In line with most other analysts and market participants we expect the Fed to hike 25bp at its meeting next week. In this and upcoming papers and presentations we prepare for the first Fed hike since...

New research from Danske Bank Markets This presentation gives a short overview of the Federal Reserve's policy tools - in particular, the tools likely to be used to steer the fed funds rate into the...

Oil is plunging again, this time in the wake of OPEC’s inability to limit its members’ production. The US dollar, meanwhile, is up on the divergence between Fed tightening and ECB/BoJ/BoC...

So what exactly happened last Thursday? The markets (including the dollar) crashed ...and this was not supposed to happen? It's actually quite easy to understand if you see what they did was "only a...

The full implications of OPEC’s failure to cut production have been coming to bear on the oil price and energy stocks. The dramatic selloff in the energy sector seen in the S&P 500 overnight...

The Swiss National Bank (SNB) is due to meet this week to set monetary policy. The market consensus is for no change to policy, despite the economic indicators. Does that just set us up for another...

European markets are poised to open moderately higher on Tuesday despite following a negative session in Asia overnight on the back of some disappointing trade figures from China.China recorded a...