Danske Markets

Market movers today The US-China trade war might be entering a quiet phase after the recent round of escalation. The next thing to look for is any news on more Chinese stimulus and more specific...

SEK: small but business cycle-dependent impact on inflationInflation dynamics - what are the risks? Riksbank expectations have been scaled back too much and upward pressure on 3M (NYSE:MMM) STIBOR:...

Market movers today The US-China trade war continues to be the most important driver in financial markets. However, in the short term, we may not get much new information as no new measures are likely...

EUR/NOK . The Q1 NOK rally has suffered a serious setback over the past month on the back of external developments. Initially, a dovish Riksbank triggered the EUR/NOK move higher. However, the primary...

Market movers aheadIn the trade dispute between China and US, we expect markets to look for signs of negotiations restarting. In the US, the preliminary PMI for May is likely to be affected by the...

Market movers today Trade tensions between the US and China continue to be the key driver for markets (more in selected news). On the data front, the main releases will be US retail sales for April...

Markets unlikely to price ECB rate hikes for the next 12 monthsWe have cut our yield forecasts a little further. We are now even more certain that both short-term and long-term yields are set to stay...

Market movers today The US-China trade war will continue to be the key theme in markets, see more below. On the data front we expect Swedish CPIF inflation for April to be 2.1% y/y (consensus 2.0%...

China today retaliated against Trump's tariffs. On the surface it looks like a measured response but China is also likely to stop purchases of US agricultural goods and other products. However, we...

The latest IMM data covers the week from 30 April to 7 May 2019 To read the entire report Please click on the pdf File Below..

Market movers today Today's data calendar is quite thin, although the Norwegian GDP number will attract some attention. The number is widely expected to fall short of Norges Bank's March estimate for...

The Riksbank has been successful in keeping SEK appreciation at bay. However, continued muted inflation pressure and a rising media storm, also from an unexpected side, raise the question of how...

The US-China trade talks in Washington ended on Friday with what looks like a deadlock. The two sides both sent signals of cautious optimism but the underlying development suggests a bigger crisis in...

Six months of progress in trade talks have ended abruptly. There is now a clear risk that a deal will not be reached until H2 and a period of financial stress will be needed to get us there. CNY took...

Expect April inflation to be spot on Riksbank's forecast.BEI (too) high, but supply and demand supports near term. Hardships for the SEK. To read the entire report Please click on the pdf File...

Market movers aheadWe are set to get some information on the solid Q1 euro area GDP-growth. We expect to see durable domestic demand. March industrial production also ticks in along with the May ZEW...