Danske Markets Analysis - Investing.com

Danske Markets

Saudi Oil Production Under Attack By Danske Markets - Sep 16, 2019

Saudi Arabia has temporarily lost 5.7mb/d of oil output following drone attacks on Saturday. This amounts to 5% of world output and is a significant blow to the oil market. Reports suggest Saudis can...

China Weekly Letter - Signs Of Goodwill And Interim Deal Now In Play By Partner News - Sep 13, 2019

Trump's tariff delay improves conditions for October trade talks, but the hurdles to reach a trade deal remain. Chinese stocks rallied again on easing trade tensions and policy stimulus. USD/CNY...

Danske Daily - ECB Delivered A Big Package By Danske Markets - Sep 13, 2019

Market movers today Markets will continue to digest the repercussion of yesterday's eventful ECB meeting. Also focus remains on any headlines about a possible interim trade deal between the U.S. and...

FOMC Preview - Another Fed Cut Without Pre-Committing To Further Easing By Danske Markets - Sep 13, 2019

We expect the Fed to cut again next week in line with market pricing. We expect the Fed to repeat its easing bias and to lower its dot plot to signal one more cut is on the cards but without a...

Reading The Markets Sweden - 13 September 2019 By Partner News - Sep 13, 2019

Riksbank minutes likely to show decision was a compromise Unemployment - time for a correction? Overview of current recommendationsNordic market players turn bearish on the SEK - Danske...

Bank Of Japan Preview: On Hold But Action Increasingly Likely By Danske Markets - Sep 13, 2019

We expect the BoJ to keep its 'QQE with yield curve control' policy unchanged at the next monetary policy meeting ending on Thursday, 19 September.The economy is still going strong, which calls for...

ECB Research - Open-Ended QE And Tiering. Now, Over To You, Fiscal Policies By Danske Markets - Sep 13, 2019

The ECB cut the deposit rate by 10bp to -50bp, leaving the MRO and MLF unchanged, while also linking it to the inflation outlook. The ECB restarted QE by EUR20bn/month with an open end, which was a...

Our Reflections On Norges Bank As We Await The ECB By Danske Markets - Sep 11, 2019

Market movers today As Brexit headlines are thinning now that the UK Parliament has been suspended until mid-October, a quiet day awaits us. Markets are in a wait-and-see mode ahead of the ECB meeting...

ECB Meeting: Predicting The Unpredictable - Market Reaction After ECB By Danske Markets - Sep 10, 2019

Thursday's ECB meeting is the most awaited ECB meeting in more than a year. The stakes are high as inflation expectations are far below target amid lingering economic uncertainty, which means we...

Danske Daily - Fiscal Spending Moving Up The Agenda In Germany By Danske Markets - Sep 10, 2019

Market movers today Today the German Bundestag will start debating the 2020 budget. As we argue in Research Germany - Loosening the brake, 5 September, with the advent of the constitutional 'debt...

Brexit Drama: BoJo Will Call For Snap Election Again Today By Danske Markets - Sep 09, 2019

Market movers today The next four days we will be waiting for Draghi like the audience waited for Godot in the Beckett play 'Waiting for Godot' from 1953. Remember Godot never showed up. However, it...

Weekly Focus: It's Showtime For ECB By Danske Markets - Sep 06, 2019

Market movers ahead In the euro area, the highlight is the ECB meeting, where the unveiling of the long-awaited stimulus package is set to take place. In the UK, focus remains on Brexit and the...

China Weekly Letter - New Trade Talks Put Escalation Fears In The Background By Danske Markets - Sep 06, 2019

US-China trade talks are set to resume in Washington in October. While we do not see scope for a big breakthrough, it may put escalation fears in the background for now. The situation is still very...

Brexit Monitor: Elections May Lead Us To The Brexit End Game By Danske Markets - Sep 06, 2019

Key takeawaysOur base case is now that the UK will call a snap election early next week and that this will be held after 31 October (i.e. likely in November), implying an extension of the current...

Reading The Markets - Sweden, 6 September 2019 By Danske Markets - Sep 06, 2019 1

Are we back to 2011?August inflation dataHawkish Ingves may provide a selling opportunity in the SEK Are we back to 2011? We think the Riksbank took most of us by surprise by...

ECB Research: Enough Talking, Now Is The Time For Action By Danske Markets - Sep 06, 2019

We expect the long-awaited ECB meeting on 12 September to set the scene for months and potentially quarters to come. The question is not if the ECB will announce new initiatives but how much it will...

Global Yields Jump On Lower Geopolitical Risks And Downbeat ECB QE Expectations By Danske Markets - Sep 06, 2019

Market movers today In the US, the labour market report is due today. The US labour market has shown weakness for a while, so we think it is important to keep an eye on employment growth, which is an...