Danske Markets Analysis - Investing.com

Danske Markets

U.S. Treasury Officially Labels China A Currency Manipulator By Danske Markets - Aug 06, 2019

Market Movers today In terms of economic data releases, it is a quiet day. Most important is Fed Bullard's speech tonight. Bullard is one of the dovish FOMC members but so far he has only hinted he...

FX Update: Fed Failed; USD Strength Set To Prove More Persistent By Danske Markets - Aug 06, 2019

NOK. The outlook for a stronger NOK suffered a clear blow last week, as the less committed easing message from the Fed's Jerome Powell has paved the way for more persistent USD strength. In our view,...

IMM Positioning Update - Investors Added USD Longs Going Into Fed By Partner News - Aug 05, 2019

The latest IMM data covers the week from 23 July to 30 July 2019Non-commercial FX positioning Non-commercial commodity positioning IMM overview table for FX and...

Danske Daily - Trade Conflict Escalates Further Over The Weekend By Partner News - Aug 05, 2019

Market movers today Today, we get final service PMIs (including the ISM non-manufacturing index from the US), which will tell us to what extent the manufacturing slowdown is spilling over to the more...

Vacation Wrap-Up: Market Themes Over The Past Three Weeks By Partner News - Aug 05, 2019

Main macro themesThe Fed cut its target range by 25bp to 2.00-2.25% as expected and repeated its easing bias ("will act as appropriate to sustain the expansion"). Investors were disappointed Powell...

Trump Continues Failing Strategy, Trade Deal Is Far Away By Danske Markets - Aug 02, 2019

A trade deal keeps moving further away, as Trump ends ceasefire after a month and threatens with even more tariffs Chinese data points to stabilisation at a low level, more stimulus coming after trade...

US Labour Data To Top Off A Busy Data Week By Danske Markets - Aug 02, 2019

Market movers today Norway's unemployment rate for July, published by the NAV (Norwegian Labour and Welfare Organisation), which reflects registered unemployment will be published this morning. While...

Cyclical FX Risk Remains Underpriced Among G10 By Danske Markets - Jul 26, 2019

The Fed and other central banks are actively adding to the punch bowl and markets embrace the hunt-for-yield as long as this is the case. The TRY performance after the recent 425bp cut is the...

The Grande Finale Is Scheduled For 12 September By Danske Markets - Jul 26, 2019 1

It is a matter of how the ECB will act, no longer if. The ECB tasked committees to examine the potential QE restart, rate cut, tiering and forward guidance, although there were no details on rate...

Markets Set To Digest The ECB And Prepare For The FOMC By Danske Markets - Jul 26, 2019

Market movers today It will be a rather thin calendar day ahead , flavoured by more Q2 19 earnings releases globally. In Europe, consumer and economic sentiment data for France and Italy are due for...

Warming Up For Draghi's Grande Finale By Danske Markets - Jul 25, 2019

Market movers today Today's key event will be the ECB meeting. With economic data remaining lacklustre, the case for additional stimulus has strengthened. In a first step, we expect the Governing...

FOMC Preview: Starting By Cutting 25bp By Danske Markets - Jul 25, 2019

25bp or 50bp?When the Federal Reserve meets next week, the question is more about the size of the rate cut and not about whether to cut at all, at least if one looks at market pricing. We remain in...

No New Government In Spain And 'Japan-South Korean Relations In Very Severe State' By Danske Markets - Jul 24, 2019

Market movers today Today's main event will be the release of manufacturing and services PMIs out of the euro area. Before the meeting on Thursday, today's euro area PMIs will give ECB some vital...

US Budget Deal Reached, While The Next UK PM Is Found By Danske Markets - Jul 23, 2019

Market movers today Today's main even is the announcement around midday of the next UK Conservative Party leader , who is also going to succeed Theresa May as Prime Minister. Everyone expects it to be...

UK Leadership Battle Culminates By Danske Markets - Jul 22, 2019

Market movers today We start the week quiet on the data front with no key releases scheduled for today. Later in the week PMI figures and the ECB meeting will set the tone for financial markets. We...

ECB Preview - Warming Up For Draghi's Grande Finale By Danske Markets - Jul 22, 2019

It is a matter of when and how rather than if ECB will ease monetary policy. After Draghi's dovish Sintra speech, lack of improvement in growth and inflation, and comments from ECB GC members, the...

IMM Positioning Update - Sharp Reduction In JPY Longs By Danske Markets - Jul 22, 2019

Non-commercial FX positioning Non-commercial commodity positioning IMM overview table for FX and commodities Details Historical FX (1 of 6) Historical FX (2 of 6) Historical FX (3 of...