Danske Markets

Key takeaways Fed will stay on hold while lowering the 'dot' signal for 2019 to one hike (from two). We will not be surprised if the Fed signals "one and done". Our base case with two hikes this year...

EUR/SEK. The SEK has been hit by its attractive funding properties in a low-volatility environment, a deteriorated growth outlook and expectations that central banks will stay soft for longer. The...

Market movers today The week starts out on a fairly quiet note with regards to economic releases. Instead markets will be looking for new signals from Brussels with regard to the extension of the...

The latest IMM data covers the week from 5 March to 12 March 2019To read the entire report Please click on the pdf File Below..

Market movers today Markets will continue to digest the outcome of yesterday's UK parliament vote on extending Art.50. Unless a deal is reached at the EU summit on 21-22 March, calls by UK politicians...

Chinese data overnight confirm that activity in Q1 was weak. However, the more forward looking indicators still support the case for a growth bottom in Q1. What's new: Overnight we received...

Market movers today After PM Theresa May's defeat yesterday on the new Brexit deal, the House of Commons is voting tonight on whether it can support leaving the EU without a deal. We maintain our view...

Following the ECB's surprisingly dovish message last week, signalling no hikes in 2019, we see significantly less upside for EUR/USD this year.We recommend hedging USD-denominated income via risk...

ECB has removed uncertainty from the market Investors in the European fixed income markets welcomed the ECB announcement. The central bank has removed the risk of a rate hike in the foreseeable...

Market movers today After the UK parliament in yesterday's vote also rejected leaving the EU without a deal, the third and final vote today will show whether the House of Commons can instead converge...

Strategic unique Norway case highlighted by Regional Network and inflation print. Short-term factors have weighed on NOK; we expect these to fade. Given last week's price action, we prefer to express...

Market movers today Today's key event will be the vote in the House of Commons on Theresa May's Brexit deal at 20:00 CET. As of now, we still expect May to suffer another defeat despite the new Brexit...

In our view, the Swedish dividend season tends to spark SEK bashing on dubious grounds. We think reinvesting of dividends is default for most investors. April weakness in the SEK has primarily...

Brexit votes: We expect the Commons to support an extension We think the probability of May's deal passing on 12 March is low (15%) although we have seen some softening lately in the Brexiteers'...

Market movers today Brexit remains very much in focus this week, with three key votes in the House of Commons coming up starting Tuesday, see Brexit Monitor - Brexit goes to overtime . We think the...

The latest IMM data covers the week from 26 February to 5 March 2019 To read the entire report Please click on the pdf File Below..