Tagged with Steen Jakobsen

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Jakobsen: A new cold war is emerging

491 views March 03, 2014

Twenty five years after the fall of the Berlin Wall, we’re seeing a new division between East and...

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Jakobsen: The over positioning in dollar yen

561 views January 23, 2014

As the dollar continues generally to gain against its major peers, Saxo Bank's Chief Investment...

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Jakobsen: Risk and reality in the US economy

16,363 views December 19, 2013

The US economy is stabilising, but it's not truly recovering. That's the view of Saxo Bank's...

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Jakobsen: My worst fears confirmed

855 views November 20, 2013

Saxo Bank's Chief Investment Officer, Steen Jakobsen, says after a week travelling through Asia,...

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Jakobsen: Third plenum a turning point for China

405 views November 06, 2013

China’s top party officials are due to meet from Nov. 9-12 to discuss pursuing sustainable...

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Jakobsen on the worrying echoes of 1999

3,745 views October 28, 2013

Steen Jakobsen has a warning to investors: there are too many similarities to the economic...

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Jakobsen: No regrets about fixed income move

453 views October 24, 2013

Steen Jakobsen says he has no regrets about moving 80% of his portfolio into fixed income and it...

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Where to invest in "weak, fragile" Europe

500 views October 03, 2013

The ECB's Mario Draghi was frank in his assessment of Europe's recovery: it's "weak, fragile and...

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How to trade a US shutdown

781 views September 30, 2013

Saxo's Steen Jakobsen is in no doubt; there will be a shutdown in Washington and it could cost...

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Jakobsen: Markets "overconfident" about Merkel...

237 views September 23, 2013

Angela Merkel has won a historic third term in office, promising "more successful years in...

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Jakobsen: No taper ”doesn’t come as a shock”

10,868 views September 19, 2013

Whilst most analysts are close to flabbergasted by the Fed’s decision to not taper, Saxo Bank’s...

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Jakobsen: More QE is likely over next two years

607 views September 17, 2013

Markets already regard the FOMC meeting as the single most important event, but when they meet on...