Danske Daily – 31 May 2017

New research from Danske Bank MarketsMarket movers today We have a heavy data calendar ahead of us in the euro area with unemployment and inflation being released at 11:00 CET today. We expect the euro-area headline HICP inflation figure to decrease to 1.5% while core inflation should drop back to 1.0% in May from 1.9%…

Danske Daily – 30 May 2017

New research from Danske Bank MarketsMarket movers today Focus today will be on inflation in the US and Germany, which will provide an important gauge of the underlying inflation pressures after a couple of months with volatile readings due to the timing of Easter. In the US, the PCE inflation data for April is released….

Danske Daily – 29 May 2017

New research from Danske Bank MarketsMarket movers today It is a relatively quiet start on the data front to a week that brings us important inflation releases in the US on Tuesday and in the eurozone on Wednesday. Today in the eurozone we get figures for the M3 money supply and loan growth. M3 growth…

Danske Daily – 26 May 2017

New research from Danske Bank MarketsMarket movers today The main event today is the G7 meeting in Italy as well as the impact on inflation from the continued decline in the oil prices after the OPEC meeting. There are only have a few data releases out of the US today, where the second round of…

UPDATED MARKET MOVERS: Danske Daily – 24 May 2017

New research from Danske Bank MarketsMarket movers today Speeches by ECB President Mario Draghi and ECB Chief Economist Peter Praet will be interesting following the strong euro PMI data yesterday. Mario Draghi tends to put a lot of focus on PMI and the strength in the data is likely to add to the sense that…

Danske Daily – 24 May 2017

New research from Danske Bank MarketsMarket movers today US durable goods orders will include the core capital goods orders, which is a good proxy for corporate investments. Core orders have moved higher since the middle of last year. The past months have shown somewhat slower momentum. The numbers today will show whether this was just…

Market Guide: Political uncertainty still a theme – focus has turned to Trump

New research from Danske Bank Markets Political risks in Europe ease after Macron win. US politics cause concern. UK election has important implications for Brexit negotiations. Yields set to range trade in 2017 and to increase in 2018. Market Guide: Political uncertainty still a theme – focus has turned to Trump

Danske Daily – 23 May 2017

New research from Danske Bank MarketsMarket movers today In the euro area, focus will be on the PMI figures and whether they can continue upwards, in contrast to the weakness in manufacturing PMIs observed in the US and China in recent months. We expect a minor slowdown in the euro area PMIs, but note that…

Danske Daily – 22 May 2017

New research from Danske Bank MarketsMarket movers today It is a very quiet start to the week with no important data today. Two Fed speakers are due to speak. Harker (voter, hawkish) and Kashkari (voter, dovish) may give more insight into the scope for a rate rise in June. In the rest of the week,…

Weekly Focus: US and euro area inflation set to decline

New research from Danske Bank Markets Market movers ahead In the US, the FOMC minutes from the May meeting may give more insight into what the members think about the timing of the next Fed hike and quantitative tightening. The week after, both PCE inflation and the jobs report for May are due for release….