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Global Danske Bank Research

Commentary Macro
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Danske Bank
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https://research.danskebank.com/

Publications

Market Movers - 1-5 December 2025

Nov 28, 2025 Open

November Inflation Preview Sweden - 28 November 2025

Nov 28, 2025 Open

Weekly Focus - Weaker US data and euro area inflation

Nov 28, 2025 Open

China Headlines - Xi-Trump call touches on Taiwan, China-Japan crisis worst in over a decade, rumours of new housing stimulus

Nov 25, 2025 Open

Market Movers - 24-28 November 2025

Nov 21, 2025 Open

Weekly Focus - Fears of an AI bubble top the agenda

Nov 21, 2025 Open

US Labour Market Monitor - Calm before the storm?

Nov 20, 2025 Open

October Inflation Review Sweden

Nov 18, 2025 Open

October Inflation Review Sweden - 18 November 2025

Nov 18, 2025 Open

Weekly Focus: Looking towards post-shutdown US data

Nov 14, 2025 Open

China Flash - Housing crisis continues to weigh on consumption

Nov 14, 2025 Open

Market Movers - 17-21 November 2025

Nov 14, 2025 Open

Spending Monitor - Retail spending is struggling

Nov 11, 2025 Open

Riksbank Minutes - November 2025

Nov 11, 2025 Open

Market Movers - 10-14 November 2025

Nov 07, 2025 Open

Weekly Focus - Rising US job cuts add uncertainty to markets

Nov 07, 2025 Open

Boligbrief - oktober 2025

Nov 06, 2025 Open

Bank of England Review - Dovish hold

Nov 06, 2025 Open

Geopolitical Radar - Venezuela in Focus

Nov 06, 2025 Open

Euro Area Macro Monitor - Better than expected growth

Nov 05, 2025 Open

Riksbank review - November 2025: On hold at 1.75% as expected - repeating September message

Nov 05, 2025 Open

Executive Briefing - The Fed is not in a hurry to cut rates

Nov 03, 2025 Open

China Flash - PMIs weaker but noise from Trump's 100% tariff threat

Nov 03, 2025 Open

October Inflation Preview Sweden - 31 October 2025

Oct 31, 2025 Open

Danske Banks Boprisindikator - 31 oktober 2025

Oct 31, 2025 Open

Market Movers - 3-7 November 2025

Oct 31, 2025 Open

Bank of England Preview - Softer inflation opens door for more easing

Oct 31, 2025 Open

Weekly Focus - Trade tensions move to the background again

Oct 31, 2025 Open

US-China trade - Xi and Trump put a lid on trade tensions once again

Oct 30, 2025 Open

ECB Review - Abated downside growth risks

Oct 30, 2025 Open

Research UK - Autumn Statement will be key for UK markets

Oct 29, 2025 Open

Research US - Fed review: Hawkish cut

Oct 29, 2025 Open

Market Movers - 27-31 October 2025

Oct 24, 2025 Open

ECB Preview - In a good place but ready to act

Oct 24, 2025 Open

Weekly Focus - A cut in the dark

Oct 24, 2025 Open

China Flash - New Five-Year Plan another stepping stone to become tech super power

Oct 23, 2025 Open

Market Movers - 20-24 October 2025

Oct 20, 2025 Open

Inflation forecast update Sweden - October 2025

Oct 20, 2025 Open

Weekly Focus - Market jitters on new US regional banking worries

Oct 17, 2025 Open

US-China Trade: New trade escalation turns focus to Xi-Trump meeting

Oct 13, 2025 Open

Spending Monitor - No spending growth in September

Oct 10, 2025 Open

Weekly Focus - France to get yet another Prime Minister

Oct 10, 2025 Open

Market Movers - 13-17 October 2025

Oct 10, 2025 Open

Executive Briefing - Cruising economies and low volatility

Oct 06, 2025 Open

Euro Area Macro Monitor - PMIs point to stronger Q3 growth

Oct 06, 2025 Open

Geopolitical Radar: Europe in Hybrid War

Oct 03, 2025 Open

Boligbrief - september 2025

Oct 03, 2025 Open

Weekly Focus - US government shuts down amid labour market focus

Oct 03, 2025 Open

Market Movers - 6-10 October 2025

Oct 03, 2025 Open

China Headlines - Push for more housing stimulus, China tops global robot market, stock rally powering ahead

Oct 01, 2025 Open

China Flash - PMIs beat expectations but challenges remain

Sep 30, 2025 Open

Danske Banks Boprisindikator - 30 september 2025

Sep 30, 2025 Open

Weekly Focus - Yields higher on strong US data

Sep 26, 2025 Open

Market Movers - 29 September - 3 October 2025

Sep 26, 2025 Open

Market Movers - 22-26 September 2025

Sep 23, 2025 Open

Weekly Focus - Central banks on a relatively steady course

Sep 19, 2025 Open

Bank of England Review - Near term rate cuts remain an option

Sep 18, 2025 Open

US Labour Market Monitor - Gradual cooling continues

Sep 17, 2025 Open

Research US - Fed review: Slim margins

Sep 17, 2025 Open

China Flash - Weak data should ring some alarm bells in Beijing

Sep 15, 2025 Open

Research US - Fed preview: Quarterly 25bp cuts still the base case

Sep 12, 2025 Open

Weekly Focus - Road clear for US rate cut

Sep 12, 2025 Open

Deep Dive Euro Area - European investments to rise by 1 percent of GDP

Sep 12, 2025 Open

Spending Monitor - Spending continues to rise in August

Sep 12, 2025 Open

Market Movers - 15-19 September 2025

Sep 12, 2025 Open

Bank of England Preview - Guidance in focus as cutting cycle is nearing its end

Sep 12, 2025 Open

Global Inflation Watch - Tariff pass-through still in progress

Sep 11, 2025 Open

China Headlines - Tech rally and AI push continues, three events mark shift in global order

Sep 11, 2025 Open

ECB Review - Confident despite inflation below target in 2027

Sep 11, 2025 Open

Webinar | China-US Trade Policy & FX Update | Thursday 25 September 2025 at 9.00 - 9.45 CET (Teams meeting)

Sep 09, 2025 Open

Research China - Domestic economy struggles while exports power ahead

Sep 08, 2025 Open

Research US - Tariff impact set to intensify towards winter

Sep 05, 2025 Open

Market Movers - 8-12 September 2025

Sep 05, 2025 Open

Weekly Focus - Next week to give us signals of US inflation momentum

Sep 05, 2025 Open

Euro Area Macro Monitor - Manufacturing rebounds, ending three-year contraction

Sep 04, 2025 Open

Boligbrief - august 2025

Sep 04, 2025 Open

Research euro area - Rising optimism

Sep 04, 2025 Open

Research Danmark - Glansen gaet lidt af dansk okonomi

Sep 03, 2025 Open

Research Sverige - Besvikelse

Sep 03, 2025 Open

Danske Banks modelfamilie - Afgiftslettelser og lonvaekst lofter udsigterne for modelfamilien

Sep 03, 2025 Open

Executive Briefing - Robust economies despite political noise

Sep 03, 2025 Open

Nordic Outlook - Caution, not crisis

Sep 03, 2025 Open

Research Norge - Sterkere vekst drevet av hoyere produktivitetsvekst

Sep 03, 2025 Open

New Riksbank call: 25bp cut in November to 1.75%, but uncertainty remains high

Sep 03, 2025 Open

Danske Banks Boprisindikator - 1 september 2025

Sep 01, 2025 Open

China Headlines - A-shares on fire, CNY strengthening, PMIs confirm softness

Sep 01, 2025 Open

Market Movers - 1-5 September 2025

Aug 29, 2025 Open

Weekly Focus - US markets shrug off attack on Fed independence

Aug 29, 2025 Open

Geopolitical Radar - Pushing for peace

Aug 26, 2025 Open

Riksbank Minutes - August 2025

Aug 26, 2025 Open

Market Movers - 25-29 August 2025

Aug 22, 2025 Open

Weekly Focus - European industry grows for the first time in three years

Aug 22, 2025 Open

Riksbank review - August 2025 Unchanged at 2.0% as expected, keeping downside bias

Aug 20, 2025 Open

Global Inflation Watch - No major surprises despite the tariffs

Jul 15, 2025 Open

Market Movers - 14-18 July 2025

Jul 11, 2025 Open

US Labour Market Monitor - Structural weakness in the shadow of solid job gains

Jul 10, 2025 Open

Spending Monitor - May increase reversed in June

Jul 10, 2025 Open

Market Movers - 7-11 July 2025

Jul 04, 2025 Open

Research US - July 9 unlikely to turn into a 'Liberation Day 2.0'

Jul 04, 2025 Open

Executive Briefing - Tariff concerns have eased - but not vanished

Jul 04, 2025 Open

Boligbrief - juni 2025

Jul 03, 2025 Open

Research Euro Area - Strong labour market amid cooling demand

Jul 03, 2025 Open

June Inflation Preview - 2 July 2025

Jul 03, 2025 Open

Danske Banks Boprisindikator - 1 Juli 2025

Jul 01, 2025 Open

China Flash - PMI rebounds on trade truce but employment remains weak

Jul 01, 2025 Open

China Headlines: US-China trade deal? Premier Li says China will be consumer powerhouse

Jun 27, 2025 Open

Weekly Focus - Budget risks replace war concerns, for now

Jun 27, 2025 Open

Market Movers -30 June - 4 July 2025

Jun 27, 2025 Open

Navigating the Uncertainty - Trade and foreign policy scenarios for a turbulent autumn

Jun 26, 2025 Open

Riksbank Minutes - June 2025

Jun 25, 2025 Open

Geopolitical Radar: Is it a ceasefire if Trump says so?

Jun 24, 2025 Open

Research Global - What if Iran closes the Strait of Hormuz?

Jun 22, 2025 Open

Market Movers - 23-27 June 2025

Jun 20, 2025 Open

Weekly Focus - War and risk of escalation weigh on market sentiment

Jun 20, 2025 Open

Bank of England Review - Setting the stage for an August cut

Jun 20, 2025 Open

China Headlines - EU-China tensions on the rise again, heightened focus on threat to supply chains

Jun 20, 2025 Open

Research US - Fed review: Waiting for clarity

Jun 18, 2025 Open

China Flash - Positive signs from consumers but housing remains a concern

Jun 16, 2025 Open

Invitation - What's next in Middle East? Tuesday 17 June 2025 at 10.30 - 11.00 CET (Teams meeting)

Jun 16, 2025 Open

Bank of England Preview - Steady as she goes

Jun 13, 2025 Open

Euro Area Macro Monitor - Diverging signals as Germany proposes historic changes

Mar 07, 2025 Open

Research Euro Area - A slow recovery

Mar 07, 2025 Open

Research US - On a steady course despite the political noise

Mar 06, 2025 Open

Flash: ECB Review - 'Meaningfully less restrictive'

Mar 06, 2025 Open

Nordic Outlook - Normalising economies despite the noise

Mar 05, 2025 Open

Executive Briefing: weaker US macro data amid political noise

Mar 05, 2025 Open

China Headlines - China sets 5% growth target and signals continued stimulus, US farmers targeted in tariff retaliation

Mar 05, 2025 Open

Research Global: Arming Ukraine is the cheap option for Europe

Mar 03, 2025 Open

Market Movers - 3-7 March 2025

Feb 28, 2025 Open

Weekly Focus - Tariff fears are back on the agenda

Feb 28, 2025 Open

China Headlines -Trump fires second tariff salvo, CNY and stocks weaker

Feb 28, 2025 Open

ECB Preview - A cut is the easy part

Feb 28, 2025 Open

Flash: German election - A positive outcome for markets and the economy

Feb 24, 2025 Open

Invitation: Webinar - The new security disorder in Europe - what are the economic implications? Thursday 27 February 2025 at 09.30-10.00 CET

Feb 21, 2025 Open

The new security disorder in Europe - what are the economic implications? Thursday 27 February 2025 at 09.30-10.00 CET (Teams Meeting)

Feb 21, 2025 Open

Weekly Focus - Important euro data coming up

Feb 21, 2025 Open

Market Movers - 24-28 February 2025

Feb 21, 2025 Open

China Headlines - House prices mixed, Xi's support to private sector adds fuel to stock rally

Feb 19, 2025 Open

Research Global - What would a dirty deal in Ukraine mean for markets?

Feb 16, 2025 Open

Weekly Focus - Still waiting for political clarity

Feb 14, 2025 Open

Market Movers - 17-21 February 2025

Feb 14, 2025 Open

US Labour Market Monitor - Solid conditions despite revisions

Feb 13, 2025 Open

Global Inflation Watch - Tariff uncertainty blurs the outlook

Feb 12, 2025 Open

Spending Monitor - Consumers kick of 2025 on a high note

Feb 11, 2025 Open

Market Movers - 10-14 February 2025

Feb 07, 2025 Open

Geopolitical Radar: Geopolitical Radar - Better get used to the uncertainty

Feb 07, 2025 Open

Weekly Focus - Tariff announcements gave markets a roller coaster ride

Feb 07, 2025 Open

China Headlines - Xi-Trump call cancelled, 10% tariff just 'opening salvo', Chinese stocks rallying

Feb 07, 2025 Open

Webinar: Economic, Political & Commercial Update on China

Feb 06, 2025 Open

Research Germany - Limited economic impact from German election

Feb 06, 2025 Open

Euro Area Macro Monitor - PMI rebounds amid trade uncertainty

Feb 06, 2025 Open

Bank of England Review - Gradual quarterly cuts remain our base case

Feb 06, 2025 Open

Riksbank Minutes - January 2025

Feb 04, 2025 Open

US Tariff Update - Deal or No Deal? | Thursday 13 February 2025 at 10.00-10.45 CET (Teams Meeting)

Feb 04, 2025 Open

Executive Briefing: Trade war is coming - or is it?

Feb 04, 2025 Open

Research Global - Trump fires first salvo in multifront trade war

Feb 03, 2025 Open

Research UK - Budget skies are clearing for GBP; BoE to cut

Feb 03, 2025 Open

Geopolitical Radar Extra: Heat is on in the Arctic - How real are the threats and opportunities?

Feb 03, 2025 Open

Weekly Focus - Uneventful cut, uneventful keep

Jan 31, 2025 Open

Flash: ECB Review - A 25bp rate cut - looking towards the spring

Jan 30, 2025 Open

Flash Comment: Riksbank - January 2025: 25bp cut as expected

Jan 29, 2025 Open

Research US - Fed review: As balanced as it gets

Jan 29, 2025 Open

Research China - AI's Sputnik moment? A short Q&A on DeepSeek

Jan 28, 2025 Open

Weekly Focus - Sell the rumour, buy the fact?

Jan 24, 2025 Open

China Headlines - Tariff limbo, waiting for US trade study on 1 April

Jan 24, 2025 Open

Market Movers - 27-31 January 2025

Jan 24, 2025 Open

Geopolitical Radar: Momentum for truce is building as Trump enters office

Jan 09, 2025 Open

Flash Comment Denmark: Greenland has little impact on Danish economy

Jan 08, 2025 Open

China Headlines - More rays of light in housing, strong policy focus on consumption, CNY weakens further

Jan 08, 2025 Open

Executive Briefing - Markets reduce rate cut expectations for 2025

Jan 07, 2025 Open

Riksbank - December 2024

Jan 02, 2025 Open

Market Movers - 23 December 2024 - 10 January 2025

Dec 20, 2024 Open

Weekly Focus - Hawkish Christmas present from the US Federal Reserve

Dec 20, 2024 Open

Bank of England Review - BoE to lag peers in 2025; we stay positive GBP

Dec 19, 2024 Open

Research US - Fed review: In a new phase

Dec 18, 2024 Open

China Flash - Mixed bag of data for November with small rays of light beneath the surface

Dec 16, 2024 Open

Bank of England Preview - Christmas pause in cutting cycle

Dec 16, 2024 Open

Research US - Fed preview: Gauging for neutral

Dec 13, 2024 Open

Weekly Focus - It is the season for rate cuts

Dec 13, 2024 Open

Flash: ECB Review - A dovish 25'er

Dec 12, 2024 Open

China Headlines - No new signals from CEWC, Trump appoints more China hawks, Taiwan tensions flare up

Dec 12, 2024 Open

Global Inflation Watch - Realized services inflation continues cooling

Dec 12, 2024 Open

Spending Monitor - Strong (albeit later) start to the holiday shopping season

Dec 10, 2024 Open

Euro Area Macro Monitor - No dull moment in November

Dec 09, 2024 Open

Research China - A bumpy recovery in the making

Dec 09, 2024 Open

Weekly Focus - Cutting cycle continues

Dec 06, 2024 Open

Market Movers - 9-13 December 2024

Dec 06, 2024 Open

Research US - Solid growth despite political uncertainty

Dec 06, 2024 Open

ECB Preview - A disputed 25bp rate cut

Dec 06, 2024 Open

Research euro eara - Still breathing

Dec 05, 2024 Open

Research euro area - Still breathing

Dec 05, 2024 Open

Nordic Outlook - More growth, new risks

Dec 04, 2024 Open

Executive Briefing - Divergence after US elections

Dec 04, 2024 Open

China Headlines - China hits back on US tech sanctions, CEWC to give more stimulus signals, bond yields at new low

Dec 04, 2024 Open

Weekly Focus - Political risks rise again in France

Nov 29, 2024 Open

Market Movers - 2-6 December 2024

Nov 29, 2024 Open

Geopolitical Radar: The world prepares for Trump 2.0

Nov 27, 2024 Open

US Fixed Income Research - Treasury issuance in 2025-26 - what to expect?

Nov 26, 2024 Open

Market Movers - 25-29 November 2024

Nov 22, 2024 Open

Weekly Focus - Geopolitics back on the radar

Nov 22, 2024 Open

Market Movers - 18-22 November 2024

Nov 15, 2024 Open

Weekly Focus - Bracing for trade war(s)

Nov 15, 2024 Open

Riksbank review - November 2024 minutes

Nov 13, 2024 Open

Global Inflation Watch - Disinflation still on track

Nov 13, 2024 Open

Spending Monitor - Highest spending growth since March

Nov 11, 2024 Open

Weekly Focus - Stronger dollar and higher yields after Trump victory

Nov 08, 2024 Open

Market Movers - 11-15 November 2024

Nov 08, 2024 Open

Research euro area - Fiscal policy to slow growth in 2025 - but mind the RFF

Nov 07, 2024 Open

Bank of England Review - Gradual easing supports a stronger GBP

Nov 07, 2024 Open

Research US - Fed review: In a good place after all

Nov 07, 2024 Open

Riksbank November 2024 - 50bp cut as expected as focus turns to support growth

Nov 07, 2024 Open

REMINDER - Conference call on the implications of the US election for Global and Scandi markets - 6 November 2024 at 8:40 - 9:10 CET

Nov 06, 2024 Open

Bank of England Preview - Cut, then skip as focus returns to fiscal policy

Nov 05, 2024 Open

Euro Area Macro Monitor - The ECB's easing path is set to speed up

Nov 04, 2024 Open

Executive Briefing - Soft landing continues

Nov 04, 2024 Open

US Election Monitor: Final thoughts - and a guide to following the results

Nov 04, 2024 Open

Weekly Focus - All eyes on US election and central banks

Nov 01, 2024 Open

Research US - Fed preview: Navigating uncertain waters

Nov 01, 2024 Open

Market Movers - 4-8 November 2024

Nov 01, 2024 Open

Geopolitical Radar: US election outcome is key for geopolitics

Oct 31, 2024 Open

Danske Banks Boprisindikator - House prices rose 1,3% m/m in October

Oct 31, 2024 Open

October Inflation Preview

Oct 30, 2024 Open

Conference call on the implications of the US election for Global and Scandi markets - 6 November 2024 at 8:40 - 9:10 CET

Oct 29, 2024 Open

US elections morning call - Macro need-to-knows : Wed 6 November 2024 at 9.15.-9.30 CET (Teams Meeting)

Oct 28, 2024 Open

Market Movers - 28 October - 1 November 2024

Oct 25, 2024 Open

Weekly Focus - Stagnant euro area economy supports gradual easing

Oct 25, 2024 Open

Research Global - Trump vs Harris - what it means for US-China relations

Oct 22, 2024 Open

US Election Monitor - The race remains closer than prediction markets suggest

Oct 21, 2024 Open

Weekly Focus - ECB delivers a lot of words and little guidance

Oct 18, 2024 Open

Market Movers - 21-25 October 2024

Oct 18, 2024 Open

Flash: ECB Review - A rate cut - and awaiting more data

Oct 17, 2024 Open

Spending Monitor - Spending slowed again in September

Oct 11, 2024 Open

Weekly Focus - ECB to cut rates again next week

Oct 11, 2024 Open

Market Movers - 11 October 2024

Oct 11, 2024 Open

ECB preview - Acknowledging downside weakness = A rate cut

Oct 11, 2024 Open

Global Inflation Watch - Underlying inflation continues to cool gradually

Oct 10, 2024 Open

Market Movers - 7-11 October 2024

Oct 04, 2024 Open

Euro Area Macro Monitor - Inflation is back below the 2% target

Oct 04, 2024 Open

Webinar: Going ballistic - what are the next steps in Middle East conflict? (11 October 2024, Teams meeting)

Oct 04, 2024 Open

Weekly Focus - Lower inflation clears path for European rate cuts

Oct 04, 2024 Open

Research Euro Area - Moderating labour market with downside risks

Oct 03, 2024 Open

US Election Monitor - The race in battleground states is extremely close

Oct 03, 2024 Open

Research China - Lift to GDP forecast after leaders draw line in the sand

Oct 02, 2024 Open

Executive Briefing - Recovery hopes rising in China

Oct 02, 2024 Open

Riksbank - September 2024 Minutes - No member arguing for a 50bp cut

Oct 01, 2024 Open

Danske Banks Boprisindikator - Housing prices continued to rise in September

Sep 30, 2024 Open

Research Global - The hidden seasonal layers of PMI

Sep 30, 2024 Open

Geopolitical radar: Extra edition - After Nasrallah killing, what's next in Middle East?

Sep 29, 2024 Open

Market Movers - 30 September - 4 October 2024

Sep 27, 2024 Open

Weekly Focus - China makes a big push to turn the economy

Sep 27, 2024 Open

Geopolitical Radar: Up the escalation ladder in Middle East

Sep 26, 2024 Open

Riksbank review: 25bp cut to 3.25% as expected. Rate path lowered and signals more cuts - 25bp steps is still the base case going forward

Sep 25, 2024 Open

Research euro area - Southern Europe to continue outperforming

Sep 23, 2024 Open

Weekly Focus - Fed initiating the easing cycle with 50bp cut

Sep 20, 2024 Open

Market Movers - 23-27 September 2024

Sep 20, 2024 Open

US Election Monitor - Both candidates expected to widen the budget deficit

Sep 19, 2024 Open

Webinar: US elections - The final stretch (Thursday 10 October 2024 at 10.00-11.00 CET, Teams)

Sep 19, 2024 Open

Bank of England Review - Gradual easing cycle supports GBP

Sep 19, 2024 Open

Research US - Fed review: Going for the soft landing

Sep 18, 2024 Open

Bank of England Preview - Proceeding with caution

Sep 16, 2024 Open

Market Movers - 16 September 2024

Sep 13, 2024 Open

Research Japan - Hawkish BoJ keen on more hikes

Aug 12, 2024 Open

Spending Monitor - Consumers went partying in July - but overall spending growth remains muted

Aug 12, 2024 Open

Sweden July 2024 Inflation Preview

Aug 09, 2024 Open

Market Movers - 12-16 August 2024

Aug 09, 2024 Open

Research Euro Area - The importance of domestic inflation guiding ECB policies

Aug 06, 2024 Open

Euro Area Macro Monitor - PMIs continue to weaken - is this a goodbye to growth?

Aug 05, 2024 Open

Market Movers - 3-9 August 2024

Aug 02, 2024 Open

Bank of England Review - Easing commences but no game-changer for GBP

Aug 01, 2024 Open

Research US - Fed review: Mindful of risks

Jul 31, 2024 Open

Bank of England Preview - A dovish hold; limited EUR/GBP downside potential

Jul 26, 2024 Open

Market Movers - 26 July 2024

Jul 26, 2024 Open

Research US - Fed preview: Opening the door but not pre-committing

Jul 25, 2024 Open

Research US: Bye then, Biden

Jul 23, 2024 Open

Market Movers - 19 July 2024

Jul 19, 2024 Open

US Labour Market Monitor - Cooling but not collapsing

Jul 18, 2024 Open

Research China - Third Plenum: China vows more market reform but implementation will be key

Jul 18, 2024 Open

Research Global: manufacturing cycle sputtering - where to go from here?

Jul 18, 2024 Open

Flash: ECB Review - A 'wide open' September meeting

Jul 18, 2024 Open

Global Inflation Watch - Clear deceleration in US 'super core' inflation

Jul 12, 2024 Open

Flash Sweden - June 2024 Inflation Review

Jul 12, 2024 Open

Market Movers - 12 July 2024

Jul 12, 2024 Open

ECB Preview - Holiday season

Jul 11, 2024 Open

Spending Monitor - Spending setback in June

Jul 10, 2024 Open

Flash: French election - No majority, no spending surge, but continued uncertainty

Jul 08, 2024 Open

Market Movers - 8-12 July 2024

Jul 05, 2024 Open

Research - UK General Election - Landslide victory for the Labour party

Jul 05, 2024 Open

Research US - The looming fiscal risk

Jul 04, 2024 Open

Flash comment Riksbank - June 2024 Minutes

Jul 03, 2024 Open

Euro Area Macro Monitor - Growth to continue, despite a decline in PMIs

Jul 03, 2024 Open

Executive Briefing - French election spooks (some) markets

Jul 03, 2024 Open

Flash: French election - Public spending is not set to rise significantly

Jul 01, 2024 Open

Weekly Focus - A summer full of data and central bank meetings

Jun 28, 2024 Open

Danske Banks Boprisindikator - Mindre fall i bopriserna i juni

Jun 28, 2024 Open

Market Movers - 1-5 July 2024

Jun 28, 2024 Open

Weekly Focus - PMIs question the strength of euro area recovery

Jun 21, 2024 Open

Market Movers - 24-28 June 2024

Jun 21, 2024 Open

ECB Research - The profit, wage and productivity triangulation

Jun 20, 2024 Open

Bank of England Review - August rate cut in play

Jun 20, 2024 Open

US Labour Market Monitor - Mixed employment indicators

Jun 19, 2024 Open

Geopolitical Radar - Israel approves 'offensive' in Lebanon, EU-China trade tensions rise

Jun 19, 2024 Open

Bank of England Preview - Laying the groundwork for an August cut

Jun 14, 2024 Open

Market Movers - 17-21 June 2024

Jun 14, 2024 Open

Weekly Focus - Political uncertainty on the rise in Europe

Jun 14, 2024 Open

Global Inflation Watch - The Fed welcomes easing supercore inflation

Jun 12, 2024 Open

Research US - Fed review: We still see cuts starting in September

Jun 12, 2024 Open

Spending Monitor - Stable, but far from flashy spending growth

Jun 11, 2024 Open

Research euro area - The strong start of the year continues

Jun 11, 2024 Open

Market Movers - 10-14 June 2024

Jun 07, 2024 Open

Research US - Fed preview: No urgency

Jun 07, 2024 Open

Weekly Focus - ECB in no rush to commit to further cuts

Jun 07, 2024 Open

Sweden May 2024 Inflation Preview

Jun 07, 2024 Open

Flash: ECB Review - Cutting and keeping

Jun 06, 2024 Open

Flash comment Denmark - Denmark follows ECB with 25bp rate cut

Jun 06, 2024 Open

Nordic Outlook - Warmer than expected

Jun 04, 2024 Open

Executive Briefing - Economies are looking stronger

Jun 04, 2024 Open

Euro area data overview - 4 June 2024

Jun 04, 2024 Open

Euro area data overview - 31 May 2024

May 31, 2024 Open

Weekly Focus - Strong euro area inflation in May

May 31, 2024 Open

Research Global Diverse productivity growth amid demographic challenges

May 27, 2024 Open

ECB preview - A political rate cut in June, and no cut in September

May 24, 2024 Open

Market Movers - 27-31 May 2024

May 24, 2024 Open

Weekly Focus - Euro economy on track for mild recovery

May 24, 2024 Open

US Labour Market Monitor - Slack continues to build

May 23, 2024 Open

UK General Election - The need-to-knows ahead of 4 July

May 23, 2024 Open

Bank of England - Revised BoE call - Hot service inflation spells trouble

May 22, 2024 Open

Market Movers - 20-24 May 2024

May 21, 2024 Open

Weekly Focus - Positive reaction to slightly weaker US data

May 17, 2024 Open

Global Inflation Watch - April US CPI signals cautious relief for the Fed

May 15, 2024 Open

Spending Monitor - Modest spending growth in March and April

May 15, 2024 Open

Flash comment Riksbank - May 2024 Minutes

May 15, 2024 Open

Research euro area - European Parliament election will not move markets

May 14, 2024 Open

Sweden April 2024 Inflation Preview

May 10, 2024 Open

Bank of England Review - June cut still in play

May 09, 2024 Open

Riksbank review - Start of a gradual cutting cycle

May 08, 2024 Open

Euro Area Macro Monitor - The euro area economy starts 2024 on a firm footing

May 06, 2024 Open

Research Global: The US-Saudi deal - a strategic win or a deal with the devil?

May 06, 2024 Open

Bank of England Preview - Setting the stage for a June cut

May 03, 2024 Open

Weekly Focus - Spring has brought a more muted euro area price pressure

May 03, 2024 Open

Market Movers - 6-17 May 2024

May 03, 2024 Open

Executive Briefing - US inflation data reduces rate cut optimism

May 03, 2024 Open

Research US - Fed review: Maintaining easing bias

May 01, 2024 Open

Geopolitical Radar - Gaza truce talks show promise, Xi going to Europe

May 01, 2024 Open

Euro area data overview

May 01, 2024 Open

Market Movers - 29 April - 3 May 2024

Apr 26, 2024 Open

Research US - Fed preview - Cuts still in the horizon

Apr 26, 2024 Open

Weekly Focus - Rate cut expectations pushed back further

Apr 26, 2024 Open

Weekly Focus - Middle East situation remains tense

Apr 19, 2024 Open

Market Movers - 22-26 April 2024

Apr 19, 2024 Open

Research Germany - Worst is over in German manufacturing sector

Apr 16, 2024 Open

Research Global - Manufacturing recovery to continue into the summer

Apr 15, 2024 Open

Market Movers - 15-19 April 2024

Apr 12, 2024 Open

Weekly Focus - US inflation shakes up markets

Apr 12, 2024 Open

Sweden March 2024 Inflation Review

Apr 12, 2024 Open

Flash: ECB Review - The direction is clear

Apr 11, 2024 Open

Global Inflation Watch - Another upward surprise in US inflation

Apr 11, 2024 Open

Spending Monitor - Timing of Easter boosts March spending

Apr 10, 2024 Open

Euro Area Macro Monitor: The economy waves goodbye to contraction

Apr 08, 2024 Open

Geopolitical radar - Israel hits Iran embassy, more US-China tensions lately

Apr 05, 2024 Open

Market Movers - 8-12 April 2024

Apr 05, 2024 Open

Research Global Diverging Demographics: The Global Workforce Puzzle

Apr 05, 2024 Open

Weekly Focus - Decent data over Easter dampen rate cut expectations

Apr 05, 2024 Open

ECB Preview - An intention to cut

Apr 05, 2024 Open

Research Global - Diverging Demographics: The Global Workforce Puzzle

Apr 05, 2024 Open

Executive Briefing - Economies standing at the crossroads

Apr 04, 2024 Open

Flash comment Riksbank - March 2024 minutes

Apr 04, 2024 Open

US Labour Market Monitor - Supply-driven recovery

Apr 04, 2024 Open

Research euro area: Euro area productivity will keep falling behind

Apr 03, 2024 Open

Weekly Focus - Historical central bank week: A hike and a cut in G10

Mar 22, 2024 Open

Market Movers - 25 March - 5 April 2024

Mar 22, 2024 Open

Bank of England Review - Gearing up for a June cut

Mar 21, 2024 Open

Research US - Fed review: Not as high, but for even longer?

Mar 20, 2024 Open

Research US - Fed preview - Taking stock on QT and data

Mar 15, 2024 Open

Research Japan - BoJ hike in sight - but no reason to rush

Mar 15, 2024 Open

Market Movers - 18-22 March 2024

Mar 15, 2024 Open

Weekly Focus - Will the SNB lead the way in the cutting cycle?

Mar 15, 2024 Open

Bank of England Preview - We still pencil in the first cut in June

Mar 15, 2024 Open

Global Inflation Watch - Underlying services inflation remains elevated

Mar 12, 2024 Open

Spending Monitor - Solid retail spending in February

Mar 11, 2024 Open

Weekly Focus - Rate cuts on the horizon

Mar 08, 2024 Open

Research US - US economy on a structurally solid footing

Mar 08, 2024 Open

Market Movers - 11-15 March 2024

Mar 08, 2024 Open

Research China - A long and painful transition

Mar 07, 2024 Open

Flash: ECB Review: June cut is coming

Mar 07, 2024 Open

Research Euro area - Soft landing is here

Mar 06, 2024 Open

Research Euro area - Soft landing in sight

Mar 06, 2024 Open

Nordic Outlook - Return to Nordic growth

Mar 05, 2024 Open

Research China - 5% growth target as expected, stimulus signals disappoint

Mar 05, 2024 Open

Executive Briefing - Stubborn inflation points to cautious monetary easing

Mar 05, 2024 Open

Euro Area Macro Monitor - Return of the two-speed economy?

Mar 04, 2024 Open

Market Movers - 4-8 March 2024

Mar 01, 2024 Open

Weekly Focus - Focus turns to the ECB

Mar 01, 2024 Open

ECB Preview - Policy normalisation in sight

Mar 01, 2024 Open

Danske Morning Mail: Regional prints reveal stickiness in core inflation

Mar 01, 2024 Open

US Labour Market Monitor - Hard data remains solid - leading indicators mixed

Mar 01, 2024 Open

Market Movers - 26-29 February 2024

Feb 23, 2024 Open

Weekly Focus - Strong market sentiment continues

Feb 23, 2024 Open

Geopolitical Radar: Trump threatens Europe, Israel eyes Rafah, US-China relations on a calmer path

Feb 21, 2024 Open

The 2024 election bonanza - what to keep an eye on? (Teams meeting)

Feb 19, 2024 Open

Research Sweden - January 2024 Inflation Review

Feb 19, 2024 Open

Weekly Focus - Data dampens rate cut expectations

Feb 16, 2024 Open

Market Movers - 19-23 February 2024

Feb 16, 2024 Open

Spending Monitor - Slower growth in travel spending

Feb 14, 2024 Open

Sweden January 2024 Inflation Preview

Feb 14, 2024 Open

Global Inflation Watch - Unpleasant US surprise, euro inflation better behaved

Feb 13, 2024 Open

Market Movers - 12-16 February 2024

Feb 09, 2024 Open

Weekly Focus - Higher rates and central bank pricing

Feb 09, 2024 Open

Research Global - Buckle up for EU-China trade tensions

Feb 08, 2024 Open

Research Global: manufacturing cycle has turned - more to come

Feb 07, 2024 Open

Exective Briefing - Central banks push back on rate cut expectations

Feb 05, 2024 Open

Euro Area Macro Monitor - Cooling economy buys the ECB more time

Feb 05, 2024 Open

Market Movers - 5-9 February 2024

Feb 02, 2024 Open

Weekly Focus - Wait and see mode in central banks

Feb 02, 2024 Open

Bank of England Review - Removing the tightening bias

Feb 01, 2024 Open

Research US - Fed review: In a risk management mode

Jan 31, 2024 Open

Research UK - QT to continue as focus turns to rate cuts

Jan 29, 2024 Open

Research US - Fed preview: Patience and gradualism

Jan 26, 2024 Open

Bank of England Preview - Topside risk to EUR/GBP as BoE removes tightening bias

Jan 26, 2024 Open

Market Movers - 29 January - 2 February 2024

Jan 26, 2024 Open

Weekly Focus - No new signals from central banks

Jan 26, 2024 Open

Geopolitical radar - Political status quo in Taiwan, truce hopes rise in Gaza

Jan 25, 2024 Open

ECB review - Didn't rock the boat, but sailing towards a rate cut

Jan 25, 2024 Open

Spending Monitor - Comeback to restaurants

Jan 22, 2024 Open

Market Movers - 22-26 January 2024

Jan 19, 2024 Open

Weekly Focus - Managing expectations

Jan 19, 2024 Open

US Labour Market Monitor - Mixed signals

Jan 18, 2024 Open

ECB Preview - Stocktaking

Jan 18, 2024 Open

Research US - Primer for 2024 elections

Jan 15, 2024 Open

Research China - Taiwan election points to status quo, but not further escalation

Jan 15, 2024 Open

Global Inflation Watch - Diverging signals in December

Jan 12, 2024 Open

Market Movers - 15-19 January 2024

Jan 12, 2024 Open

Research Global: Tensions rise in the Red Sea - should we worry?

Jan 12, 2024 Open

Weekly Focus - Taiwan election key for geopolitical tensions

Jan 12, 2024 Open

Sweden December 2023 Inflation Preview

Jan 10, 2024 Open

Euro Area Macro Monitor: An action-packed 2024 awaits Europe

Jan 09, 2024 Open

Year Ahead Webinar, Thursday 18 January 2024 at 10-11 CET (11-12 EET)

Jan 09, 2024 Open

Executive Briefing: Not so fast - market pricing for rate cuts seems excessive

Jan 05, 2024 Open

Market Movers - 8-12 January 2024

Jan 05, 2024 Open

Weekly Focus - Rates will be cut - but how much and how soon?

Jan 05, 2024 Open

Geopolitical radar - What to look out for in 2024

Dec 22, 2023 Open

Flash: New EU Fiscal Rules - A realistic compromise

Dec 21, 2023 Open

Market Movers - 15 December 2023 - 5 January 2024

Dec 15, 2023 Open

Weekly Focus - Central bankers boost Christmas spirit

Dec 15, 2023 Open

Bank of England Review - Push-back on rate cut expectations

Dec 14, 2023 Open

Flash: ECB review - A conditional push-back

Dec 14, 2023 Open

Research US - Fed review: rising optimism

Dec 13, 2023 Open

Global Inflation Watch - Diverging signals in November

Dec 12, 2023 Open

Spending Monitor - Consumer spending looks stronger in November

Dec 11, 2023 Open

Research US - Fed preview: Low-key optimism

Dec 08, 2023 Open

Bank of England Preview - We still favour the topside in EUR/GBP

Dec 08, 2023 Open

Market Movers - 11-15 December 2023

Dec 08, 2023 Open

Research US - Cyclical headwinds towards 2024

Dec 08, 2023 Open

Weekly Focus - Central bank bonanza

Dec 08, 2023 Open

ECB Preview - From how high to how long

Dec 08, 2023 Open

Research Euro area - A year of transition ahead

Dec 07, 2023 Open

Research China - Muddling through

Dec 06, 2023 Open

Nordic Outlook - Coming in for a soft landing

Dec 05, 2023 Open

Executive Briefing - Stronger belief in soft landing

Dec 05, 2023 Open

Flash comment Riksbank - November 2023 Minutes

Dec 04, 2023 Open

Euro Area Macro Monitor: Did Christmas come early for the ECB?

Dec 04, 2023 Open

Market Movers - 4-8 December 2023

Dec 01, 2023 Open

Weekly Focus - Disinflation continues

Dec 01, 2023 Open

Spending Monitor - Black Week retail spending only a little higher than last year

Dec 01, 2023 Open

Euro Area Research : New fiscal rules in the EU - aligning theory and practice?

Nov 29, 2023 Open

Research Global - The Middle East unveiled - how a regional storm could ignite global flames

Nov 28, 2023 Open

Market Movers - 27 November-1 December 2023

Nov 24, 2023 Open

Weekly Focus - Soft landing hopes continue to support market sentiment

Nov 24, 2023 Open

Flash comment Riksbank - "Hawkish hold" - unchanged at 4.00%

Nov 23, 2023 Open

US Labour Market Monitor - Gradual signs of cooling

Nov 17, 2023 Open

Weekly Focus - Inflation pressures easing but too early to declare victory

Nov 17, 2023 Open

Market Movers - 20-24 November 2023

Nov 17, 2023 Open

Geopolitical Radar - War in Middle East shifts attention away from Ukraine, US and China reinstall defence communication

Nov 16, 2023 Open

Global Inflation Watch - Signs of weaker demand ease inflation risks in October

Nov 14, 2023 Open

Market Movers - 13-17 November 2023

Nov 10, 2023 Open

Spending Monitor - Overall positive October despite signs of weakening service spending

Nov 10, 2023 Open

Weekly Focus - Maybe not quite so high for quite so long

Nov 10, 2023 Open

Sweden October 2023 Inflation Preview

Nov 08, 2023 Open

Euro Area Macro Monitor: Inflation is coming down, but so is growth

Nov 06, 2023 Open

Executive Briefing - War and signs of soft landing

Nov 03, 2023 Open

Weekly Focus - Halloween did not spook markets

Nov 03, 2023 Open

Market Movers - 6-10 November 2023

Nov 03, 2023 Open

Research US - Bond yields headed lower towards 2024

Nov 03, 2023 Open

Bank of England Review - BoE paves the way for more EUR/GBP topside

Nov 02, 2023 Open

Research US - Fed review: Still on track

Nov 01, 2023 Open

Danske Banks Boprisindikator - Fortsatt mindre prisfall i oktober

Nov 01, 2023 Open

China Postcard - 10 key takeaways from China trip

Oct 31, 2023 Open

Spending Monitor - Storm surge in Denmark slows down autumn break spending

Oct 30, 2023 Open

Weekly Focus - US outperformance

Oct 27, 2023 Open

Market Movers - 30 October - 3 November 2023

Oct 27, 2023 Open

Bank of England Preview - Soft data warrants the BoE to stay on hold

Oct 27, 2023 Open

Spending Monitor Special - Online shopping takes up more space in retail spending than it did before Covid

Oct 26, 2023 Open

Flash comment: ECB Review - Not rocking the boat

Oct 26, 2023 Open

Research US - Fed preview: Near-term bloom, long-term gloom?

Oct 25, 2023 Open

Market Movers - 23-27 October 2023

Oct 20, 2023 Open

Weekly Focus - Risk of escalation in Middle East drives oil prices higher

Oct 20, 2023 Open

Geopolitical radar - Risk of escalation in Middle East, Xi-Biden meeting in November, tensions rise on Baltic Sea

Oct 19, 2023 Open

US Labour Market Monitor - US labour markets defy slowdown expectations

Oct 18, 2023 Open

ECB Preview - Keeping a tightening bias with optionality

Oct 17, 2023 Open

Spending Monitor - Real spending around the same level as a year ago

Oct 13, 2023 Open

Market Movers - 16-20 October 2023

Oct 13, 2023 Open

Weekly Focus - Geopolitics and inflation spark volatility in the markets

Oct 13, 2023 Open

Global Inflation Watch - Underlying price pressures remain sticky

Oct 13, 2023 Open

Sweden September 2023 Inflation Comment

Oct 13, 2023 Open

Research Germany: What drives the recent divergence between employment and GDP?

Oct 12, 2023 Open

Geopolitical radar - Extra edition: Fauda - what to expect from chaos in Israel?

Oct 09, 2023 Open

Market Movers - 9-13 October 2023

Oct 06, 2023 Open

Weekly Focus - Rise in US yields not going to last

Oct 06, 2023 Open

Research US - Yields not bound to remain high for long

Oct 05, 2023 Open

Sweden September 2023 Inflation Preview

Oct 05, 2023 Open

Research Global - Why India is a key swing state in the new cold war era

Oct 03, 2023 Open

Euro Area Macro Monitor: Data still support soft landing

Oct 02, 2023 Open

Danske Bank's Boprisindikator - Small price drop in September

Oct 02, 2023 Open

Executive Briefing - Central banks likely done with hiking rates

Oct 02, 2023 Open

Flash comment Riksbank - September 2023 Minutes

Oct 02, 2023 Open

Research US - Government shutdown unlikely to derail the economy

Sep 29, 2023 Open

Market Movers - 2-6 October 2023

Sep 29, 2023 Open

Research - Military investment during Russo-Ukrainian war

Sep 29, 2023 Open

Weekly Focus - Bond yields increasing

Sep 29, 2023 Open

Spending Monitor - Retail spending weakens through first half of September

Sep 27, 2023 Open

Market Movers - 25-29 September 2023

Sep 22, 2023 Open

Weekly Focus - Taking stock of central bank week

Sep 22, 2023 Open

Bank of England Review - End to the hiking cycle, but not GBP headwinds

Sep 21, 2023 Open

Flash comment Riksbank - 25bp hike and small revisions to path

Sep 21, 2023 Open

EUR excess liquidity - ECB to speed up liquidity tightening next year

Sep 21, 2023 Open

Research US - Fed review: Upbeat on growth

Sep 20, 2023 Open

Geopolitical radar - EU-China trade tensions brewing, Ukraine makes advance

Sep 19, 2023 Open

Bank of England - Preview Peak approaching - GBP headwinds to set in

Sep 18, 2023 Open

Market Movers - 18-22 September 2023

Sep 15, 2023 Open

Research Japan - Data supports BoJ tweak, not bold moves

Sep 15, 2023 Open

Research US - Fed preview: Plotting the way forward

Sep 15, 2023 Open

Weekly Focus - Central banks remain in focus as rates peak

Sep 15, 2023 Open

Flash Comment Denmark - End of the hiking cycle

Sep 14, 2023 Open

Flash ECB Review - Confirmed: A final rate hike, but restrictive policies are not over

Sep 14, 2023 Open

Global Inflation Watch - Underlying price pressures remain sticky

Sep 13, 2023 Open

Spending Monitor - Slight increase in spending growth from July to August

Sep 12, 2023 Open

Weekly Focus - All eyes on the ECB next week

Sep 08, 2023 Open

Market Movers - 11-15 September 2023

Sep 08, 2023 Open

US Labour Market Monitor - The cooling tide is slowly materializing in US labour markets

Sep 07, 2023 Open

Euro Area Macro Monitor: Bye-bye two speed economy. Hello contraction

Sep 07, 2023 Open

Research China - Downside risks return

Sep 06, 2023 Open

ECB Preview - A final rate hike, but restrictive policies are not over

Sep 06, 2023 Open

Nordic Outlook - Divergent fortunes

Sep 05, 2023 Open

Executive Briefing - US looking stronger, China looking weaker

Sep 05, 2023 Open

Market Movers - 4-8 September 2023

Sep 01, 2023 Open

Weekly Focus - Risk back on amid Chinese support

Sep 01, 2023 Open

Danske Banks Boprisindikator - Prices continue to rise

Aug 31, 2023 Open

Danske Banks Boprisindikator - Fortsatt prislyft i juli och augusti

Aug 31, 2023 Open

Research Global - The new BRICS+ is not a love marriage

Aug 25, 2023 Open

Weekly Focus - Slowing down

Aug 25, 2023 Open

Market Movers - 28 August - 1 September 2023

Aug 25, 2023 Open

Recording of webinar: Where is China heading?

Aug 23, 2023 Open

Research US - Could investment boom pave the way for a soft landing?

Aug 22, 2023 Open

Research China: Downside risks on the rise - scenarios for Chinese growth

Aug 21, 2023 Open

Weekly Focus - PMIs next week could be decisive for ECB and Fed

Aug 18, 2023 Open

Inviation to webinar: Where is China heading? - 22 August, 11:00-11:30 CET

Aug 18, 2023 Open

Invitation to webinar: Where is China heading? - 22 August, 11:00-11:30 CET

Aug 18, 2023 Open

Market Movers - 21-25 August 2023

Aug 18, 2023 Open

Spending Monitor - Yearly spending growth declined in July compared to June

Aug 17, 2023 Open

Geopolitical radar - No peace in sight for Ukraine

Aug 17, 2023 Open

China holiday wrap-up - part 3 - Risks of a financial crisis resurface

Aug 14, 2023 Open

Weekly Focus - Central banks opt for cautious tone as growth falters

Aug 11, 2023 Open

Market Movers - 14-18 August 2023

Aug 11, 2023 Open

Sweden July 2023 Inflation Preview

Aug 09, 2023 Open

Research Global - Are Nordic companies deglobalizing?

Aug 09, 2023 Open

Euro Area Macro Monitor - Will the benign Q2 growth mark a turning point for the European economy?

Aug 08, 2023 Open

Danske Morning Mail: Weaker than expected NFP

Aug 07, 2023 Open

Market Movers - 07-11 August 2023

Aug 04, 2023 Open

Bank of England Review - We stay negative on GBP with BoE nearing peak

Aug 03, 2023 Open

Market Movers - 31 July - 4 August 2023

Aug 01, 2023 Open

China holiday wrap-up - part 2: Stimulus and private sector plan lift Chinese markets

Jul 28, 2023 Open

Flash: ECB Review - A decisive maybe

Jul 27, 2023 Open

Bank of England Preview - Topside risk to EUR/GBP with a return to 25bp steps

Jul 27, 2023 Open

Research US - Fed review: Balancing act with focus on data

Jul 26, 2023 Open

Spending Monitor - Spending growth weakened slightly in first half of July

Jul 24, 2023 Open

ECB Preview - All eyes on September guidance

Jul 24, 2023 Open

Research US - Fed preview: July marks the end of the hiking cycle

Jul 20, 2023 Open

Global Inflation Watch - Further signs of easing underlying inflation in the US

Jul 18, 2023 Open

China holiday wrap-up: Growth revised lower again, US-China tensions ease

Jul 18, 2023 Open

Market Movers - 17-21 July 2023

Jul 14, 2023 Open

Flash Comment Riksbank - June 2023 Minutes - In line with the June MPR

Jul 10, 2023 Open

Sweden June 2023 Inflation Preview

Jul 10, 2023 Open

Spending Monitor - Spending growth increased in June and is positive for the second month in a row

Jul 07, 2023 Open

Research US - Rising real rates cast a shadow over upbeat macro data

Jul 07, 2023 Open

Market Movers - 10-14 July 2023

Jul 07, 2023 Open

Research Turkey - Fixing the economy with only bad options on the table

Jul 04, 2023 Open

Market Movers - 3-7 July 2023

Jun 30, 2023 Open

Weekly Focus - Two-sided risks ahead for H2

Jun 30, 2023 Open

Flash comment Riksbank - 25bp hike and more QT

Jun 29, 2023 Open

Executive Briefing - Sticky inflation and a mixed bag of risks

Jun 27, 2023 Open

Geopolitical radar - Making sense of what is happening in Russia

Jun 26, 2023 Open

Weekly Focus - Hawkish surprise

Jun 23, 2023 Open

Market Movers - 26-30 June 2023

Jun 23, 2023 Open

Geopolitical Radar - Ukraine counteroffensive ongoing, Blinken visits Beijing

Jun 22, 2023 Open

Bank of England Review - Stay negative on GBP despite 50bp surprise

Jun 22, 2023 Open

US Labour Market Monitor - Mixed labour market data masks underlying cooling

Jun 21, 2023 Open

China outlook: muddling through

Jun 21, 2023 Open

Nordic Outlook - Too soon to celebrate

Jun 20, 2023 Open

Market Movers - 9-23 June 2023

Jun 16, 2023 Open

Weekly Focus - Hawkish messages from the Fed and ECB

Jun 16, 2023 Open

Bank of England Preview - Look to sell GBP on aggressive BoE pricing

Jun 16, 2023 Open

Flash Comment Denmark - DN follows ECB and hikes 25bp

Jun 15, 2023 Open

Flash: ECB Review - 'Very likely' to hike again in July

Jun 15, 2023 Open

Global Inflation Watch - Euro area inflation pressures remain sticky

Jun 14, 2023 Open

Research US - Fed review: Powell's hawkish bluff

Jun 14, 2023 Open

Euro Area Macro Monitor - Can the May disinflationary impulse be trusted?

Jun 13, 2023 Open

Spending Monitor - Spending growth bounced back into slightly positive territory in May

Jun 12, 2023 Open

Market Movers - 9 June 2023

Jun 09, 2023 Open

Weekly Focus - ECB hike coming up, what about the Fed?

Jun 09, 2023 Open

ECB Preview - Looking beyond next week

Jun 08, 2023 Open

Research US - Fed preview: On hold

Jun 08, 2023 Open

Weekly Focus - Softer inflation prints drive yields lower

Jun 02, 2023 Open

Market Movers - 5-9 June 2023

Jun 02, 2023 Open

Executive Briefing - strong service sectors and weak manufacturing

Jun 02, 2023 Open

Research Turkey - Time to fasten seatbelts as Erdogan secures another term

May 29, 2023 Open

Market Movers - 29 May - 2 June 2023

May 26, 2023 Open

Weekly Focus - A debt ceiling deal in the vicinity?

May 26, 2023 Open

Geopolitical radar - Spring offensive starting in Ukraine

May 22, 2023 Open

US Labour Market Monitor - Labour markets soften - but only gradually

May 17, 2023 Open

Market Movers - 15-26 May 2023

May 12, 2023 Open

Spending Monitor - Spending has weakened somewhat compared to start of the year

May 12, 2023 Open

Weekly Focus - Inflation battle not done as BoE follows suit

May 12, 2023 Open

Global Inflation Watch - Diverging core inflation trends

May 11, 2023 Open

Bank of England Review - A data dependent approach

May 11, 2023 Open

Euro Area Macro Monitor - Core inflation easing yet service price pressure still persists

May 10, 2023 Open

Flash Comment Riksbank - April 2023 Minutes - Less dovish than the initial impression

May 09, 2023 Open

Research Turkey - Erdogan's final countdown

May 08, 2023 Open

Weekly Focus - US bank jitters return

May 04, 2023 Open

Market Movers - 8-12 May 2023

May 04, 2023 Open

Bank of England Preview - 25 and priming the markets for a pause

May 04, 2023 Open

Flash ECB Review - ECB hikes 25bp and ends APP reinvestments

May 04, 2023 Open

Research US - Fed review: A balanced end to the hiking cycle

May 03, 2023 Open

Executive Briefing - Unclear economic picture difficult for central banks

May 02, 2023 Open

Market Movers - 1-5 May 2023

Apr 28, 2023 Open

Danske Banks Boprisindikator - Bostadspriserna steg under april

Apr 28, 2023 Open

Weekly Focus - All eyes on big central banks

Apr 28, 2023 Open

Research US - Fed Preview: One more hike - Cuts still far away

Apr 27, 2023 Open

ECB Preview - The art of compromise

Apr 27, 2023 Open

Flash comment Riksbank - Dovish hike

Apr 26, 2023 Open

China Macro Monitor - 2023 growth revised up to 6.2%

Apr 24, 2023 Open

Weekly Focus - PMIs continue to show a two-speed economy

Apr 21, 2023 Open

Bank of Japan Preview - Risk of tightening too soon still dominates

Apr 21, 2023 Open

Market Movers - 24-28 April 2023

Apr 21, 2023 Open

Research US - X-date looms closer as 'Tax Day' disappoints

Apr 20, 2023 Open

Euro macro notes - Germany is falling back into old habits

Apr 14, 2023 Open

Market Movers - 17-21 April 2023

Apr 14, 2023 Open

US Labour Market Monitor - The Fed welcomes early signs of easing labour markets

Apr 14, 2023 Open

Riksbank preview: March inflation makes 50bp more likely in April - we adjust our call

Apr 14, 2023 Open

Weekly Focus - Taking cues from economic data again

Apr 14, 2023 Open

Geopolitical radar - Our new monthly briefing keeps you up to date on key geopolitical developments

Apr 13, 2023 Open

Global Inflation Watch - Core inflation pressures remain elevated

Apr 13, 2023 Open

Euro Area Macro Monitor - Steady course despite banking sector jitters

Apr 12, 2023 Open

Euro Area Macro Monitor - Steady course despite banking sector jitters

Apr 12, 2023 Open

Spending Monitor - Spending weakened slightly towards late March

Apr 12, 2023 Open

Sweden March 2023 Inflation Preview and Wage Deal Comment

Apr 04, 2023 Open

Executive Briefing - Banking sector risks appear contained for now

Apr 04, 2023 Open

Nordic Outlook - Unchartered territory

Apr 04, 2023 Open

Finland Outlook - Conservative victory at parliamentary elections

Apr 03, 2023 Open

Research US - Upbeat macro data keeps the Fed on a tightening bias

Mar 31, 2023 Open

Market Movers - 3-14 April 2023

Mar 31, 2023 Open

Danske Bank's Boprisindikator - Prices almost unchanged during March

Mar 31, 2023 Open

Weekly Focus - Inflation worries moving up the agenda again

Mar 31, 2023 Open

Market Movers - 27-31 March 2023

Mar 24, 2023 Open

Weekly Focus - Central banks hold steady course despite banking jitters

Mar 24, 2023 Open

Bank of England Review - Set for another 25bp hike in May

Mar 23, 2023 Open

Research US - Fed review: A cautious 25bp hike

Mar 22, 2023 Open

Spending Monitor - Spending continues to do well in March

Mar 20, 2023 Open

Research US - Fed preview: Rate hikes continue despite the volatility

Mar 17, 2023 Open

Market Movers - 20-24 March 2023

Mar 17, 2023 Open

Bank of England Preview - Final hike in store

Mar 17, 2023 Open

Weekly Focus - ECB holds the course through stormy waters

Mar 17, 2023 Open

Flash ECB Review - 50bp hike, but no guidance for May

Mar 16, 2023 Open

Flash Comment - Riksbank to hike 75bp +50bp from here

Mar 15, 2023 Open

Global Inflation Watch - Central banks balance inflation and financial stability risks

Mar 15, 2023 Open

Research Global - Deglobalisation - is it really happening?

Mar 13, 2023 Open

Market Movers - 13-17 March 2023

Mar 10, 2023 Open

Weekly Focus - Hawkish Powell opens for possibility of a 50bp hike

Mar 10, 2023 Open

Euro macro notes - Housing market: bending, but not breaking

Mar 09, 2023 Open

Euro Area Macro Monitor - Services comeback

Mar 07, 2023 Open

Research China - NPC sets modest growth target at 'around 5%'

Mar 06, 2023 Open

Executive Briefing - Recession risks ease, but inflation fears resurface

Mar 03, 2023 Open

Market Movers - 6-10 March 2023

Mar 03, 2023 Open

Spending Monitor - Spending improved further in February

Mar 03, 2023 Open

Weekly Focus - US jobs growth in focus

Mar 03, 2023 Open

Research US - Fed finds comfort in retightening financial conditions

Mar 03, 2023 Open

ECB Preview - Higher for longer - now seen at 4%

Mar 02, 2023 Open

Research Denmark - Negative spread to EUR here to stay

Mar 01, 2023 Open

China Macro Monitor - Strong growth burst in early 2023

Mar 01, 2023 Open

Danske Bank's Boprisindikator - Prices almost unchanged during February

Feb 28, 2023 Open

Weekly Focus - Geopolitical and inflation risks remain elevated

Feb 24, 2023 Open

Market Movers - 27 February - 3 March 2023

Feb 24, 2023 Open

Spending Monitor - Spending continues to hold up in February

Feb 23, 2023 Open

Research US - We expect a debt ceiling resolution only by next summer

Feb 23, 2023 Open

Outlook Turkey - Erdoğan faces his biggest test as May election approaches

Feb 23, 2023 Open

Flash Comment Riksbank - February 2023 Minutes - We now expect 50bp in April and 25bp in June

Feb 20, 2023 Open

Research Russia-Ukraine: One year since Russia's invasion - Europe faces three changes as it settles into new reality

Feb 17, 2023 Open

Weekly Focus - Markets price in high rates for longer

Feb 17, 2023 Open

Market Movers - 20-25 February 2023

Feb 17, 2023 Open

Global Inflation Watch - High services inflation remains a worry for central banks

Feb 15, 2023 Open

Sweden January 2023 Inflation Preview

Feb 15, 2023 Open

Macro & Fixed Income Update - 15 February 2023

Feb 15, 2023 Open

Weekly Focus - Recession or re-acceleration?

Feb 10, 2023 Open

Market Movers - 13-17 February 2023

Feb 10, 2023 Open

Research US - Soft landing to no landing?

Feb 09, 2023 Open

Flash comment Riksbank - U-turn on SEK

Feb 09, 2023 Open

Spending Monitor: Disappointing Christmas sales is replaced by stronger January spending

Feb 08, 2023 Open

Research China - US-China relations turn sour again

Feb 06, 2023 Open

Executive Briefing - Markets cheer as recession and inflation risks abate

Feb 06, 2023 Open

Euro Area Macro Monitor - Between light and shadow

Feb 06, 2023 Open

Weekly Focus - Central banks send softer signal, intentionally or not

Feb 03, 2023 Open

Market Movers - 6-10 February 2023

Feb 03, 2023 Open

Flash: ECB Review - Markets conclude ECB is close to being done

Feb 02, 2023 Open

Flash Comment - Denmark hikes 15bp less than ECB

Feb 02, 2023 Open

Euro macro notes - From recession to stagnation

Feb 02, 2023 Open

Bank of England Review - 50bp hike today and a final 25bp hike in store for March

Feb 02, 2023 Open

Research US - Fed review: Powell sees a higher chance of a soft landing

Feb 01, 2023 Open

Danske Bank's Boprisindikator: January - prices to decline further from here

Jan 31, 2023 Open

Bank of England Preview - Topside risk to EUR/GBP

Jan 27, 2023 Open

Market Movers - 27 January - 3 February 2023

Jan 27, 2023 Open

Weekly Focus - Upbeat PMIs paint two-sided risks for the central banks

Jan 27, 2023 Open

ECB Preview - Set for another 50bp rate hike

Jan 26, 2023 Open

Euro inflation notes - January surprises

Jan 25, 2023 Open

Research Global - Global manufacturing PMI heading higher in H1

Jan 25, 2023 Open

Research US - Fed preview: What it takes for the Fed to cut rates

Jan 24, 2023 Open

Weekly Focus - Risk sentiment on the back foot

Jan 20, 2023 Open

Market Movers - 23-27 January 2023

Jan 20, 2023 Open

China growth update - More frontloaded recovery

Jan 18, 2023 Open

Market Movers - 16-20 January 2023

Jan 13, 2023 Open

Weekly Focus - Markets are rallying but is it premature?

Jan 13, 2023 Open

Global Inflation Watch - Central banks welcome easing wage inflation

Jan 13, 2023 Open

Euro macro notes - The China connection: short-term boost, long-term worry

Jan 12, 2023 Open

US Labour Market Monitor - Easing wage sum growth suggests Fed is moving to the right direction

Jan 11, 2023 Open

Spending Monitor - Holiday shopping disappointed

Jan 10, 2023 Open

Weekly Focus - A tug of war in financial markets

Jan 06, 2023 Open