Danske Markets

We see further improvement in ISM manufacturing for April as jobless claims and regional surveys point to a decent rebound in activity going into Q2. We look for an increase to 54.3 in April from 53.7...

Three rate decisions but little action There are three monetary policy meetings in Central and Eastern Europe next week. We start with the Romanian central bank on Tuesday, followed by the Czech and...

Implied volatility with up to two weeks maturities have in general increased over the past couple of weeks, and according to the volatility monitor (page 8), the front-end of the volatility curves now...

The FOMC meeting tonight should provide few surprises as the Fed tapers another USD10bn of asset purchases. There will be no press conference or new projections and the statement is expected to have...

The Chinese money market has been relatively calm in the past month without any major new credit events. Money market rates remains substantially below the elevated levels experienced in connection...

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...

Commodity markets have enjoyed a bittersweet cocktail of extreme weather, geopolitical concerns and positive signs from the global economy over the past month, which has resulted in an overall decent...

News out of Libya that oil exports from the Zuetina oil port will resume has sent the oil price down to USD108.5/bbl - the lowest level since mid-April.The reopening is of great symbolic value as it...

Market movers todayIn the euro-area a number of interesting data are due for release. Germany releases CPI for April, starting with the first Länder CPI at 09:00 CET (Saxony). The overall number...

The latest IMM data covers the week from 15 to 22 April 2014. IMM data released last Friday showed that the biggest change in non-commercial positioning in the week to 22 April was seen in AUD where...

This week the scorecard recommends buying the NOK, AUD and NZD while selling the SEK, JPY and CHF. Again this week, the scorecard recommends buying the NOK following a sell-off last week. Last...

We get a quiet start to a very busy week. Only release of interest today is the US pending home sales for March, which normally leads existing home sales by one to two months. It will give more...

In Sweden, March retail will be released today and we expect sales to perform around the same moderate pace seen for the past several months. The most interesting data, however, is the consumer and...

Market movers today Today's calendar is fairly light in terms of data releases. In the US University of Michigan consumer confidence for April is due for release. We expect it to have declined to...

What is driving rates? It is becoming increasingly obvious that (strong) real economic data is not enough to establish a genuine bear market trend. Inflation is too low and central banks too anxious...

Danmarks Nationalbank has just announced that it is increasing the rate on certificates of deposit by 15bp to 0.05%. Furthermore, the central bank has reduced the current account ceiling from...