Danske Markets

At the coming ECB meeting we expect a continuation of the recent 'delayed, not derailed' communication entailing a continued easing bias and downside growth risk assessment and no change in forward...

GDP Q1 19. At face value, Q1 GDP was considerably stronger than our projection, coming in at 0.6% q/q/2.6% y/y (our estimate was -0.3% q/q/1.3% y/y).Underneath the surface. We argue that demand was...

Market movers today It is another relatively quiet day in terms of data releases, and hence market focus will be on political developments, notably in Europe following the EU elections The risk of a...

Market movers today It is another quiet day in terms of data releases, and hence markets will focus on the implications of the EU vote in different countries. In the UK, both the Labour and...

The sustained NOK weakness over the past year is a puzzle. In this piece we take a look at the FX economics of the NOK to see if we can find an explanation. We argue that part of the NOK weakness is...

Although the EU elections saw shrinking support for established parties in many countries, the influence of Eurosceptic groups in terms of policy-making will remain limited with a vote share of 23%...

Market movers today The week starts out quietly on the data front, so focus will be on politics, notably the outcome and implications of the EU parliamentary elections. A key area of interest will be...

The US blacklisting of Huawei is a clear escalation of the trade war; Xi-Trump meeting in June could be at riskXi Jinping prepares people for a new 'Long March' and calls for self-reliance Poor US...

Market movers aheadNext week will be fairly slow in terms of US data and we should get a better sense of how resilient the US economy is to the global slowdown the following week, with ISM...

Q1 GDP in focus ahead of data flood in coming weeks.What to make of job data. Riksbank Financial Stability Report confirms banks are already adjusting to SEK LCR proposal. Long-dated linkers...

Market movers today After 'Super Thursday' yesterday brought another set of subdued PMI data on both sides of the Atlantic, markets are in for a more quiet day on the data front today. EU parliament...

Market movers today In the UK, key focus is on the Conservative Party's response to the results of the European parliamentary elections today. The Conservative Party is likely to suffer a heavy defeat...

Market movers today In the Euro area, it's quiet on the data front ahead of 'Super Thursday', but markets will stay tuned for any policy hints from ECB President Draghi when he opens a farewell...

Starting on 23 May (depending on market conditions), Danske Hypotek is set to introduce a new benchmark loan (ISIN SE0012621852), which matures on 18 December 2024 and will be the longest benchmark...

Market movers today In light of another day of only tier-2 data releases, political headlines - be it the US-China trade spat or Brexit - will remain in focus today. In the UK, PM Theresa May will...

Market movers today We start the week in a quiet fashion on the data front and even the US-China trade war might be entering a quiet phase after the recent round of escalation. The next thing to look...