Tagged with macro

SaxoTV

What the Fed must do next to stay credible

338 views April 07, 2014

On Wednesday, the minutes of the Fed's last meeting will be released. It may or may not give more...

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Why the US jobs report is "just right"

389 views April 04, 2014

Not too hot, not too cold; the US jobs' report on Friday is a "Golilocks scenario" for Saxo...

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Hardy: ECB could come up with "dovish surprise"

296 views April 02, 2014

ECB decision coming up, and the markets are "hesitant" as economists weigh up the likelihood of...

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The Russian shockwave that's changed the...

382 views April 01, 2014

How will we interact with a Russian company over the coming months? Can we really trust that...

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What's wrong with a consumer driven recovery ?

200 views April 01, 2014

The big criticism of the UK recovery is that it's mainly consumer and credit driven. Well there's...

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James Roy: China stimulus within four weeks

176 views April 01, 2014

More mixed signals from China, raising the prospect of the government stepping in with fresh...

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Why Draghi might wait, despite shock eurozone...

599 views March 31, 2014

Eurozone inflation fell to 0.5% in March, down from 0.7% in February and less than what was...

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Jarman: Optimism ahead of upcoming 'huge week'

242 views March 28, 2014

Markets have been somewhat indifferent this week, we've seen Europe well bid as the SP has been...

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Aussie rises as China stimulus prospect grows

209 views March 26, 2014

Australia's dollar has hit a new high for this year. The rise is caused by a combination of an...

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BGC's Ingram: Why Germany has so much to lose

193 views March 25, 2014

The crisis with Russia and Ukraine appears to have hit investor confidence in Germany with the...

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Hardy: You're right to be worried about Russia

649 views March 25, 2014

Investors are becoming increasingly nervous about Russia. Even before the Ukraine crisis the...

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Why the markets were wrong to be surprised by...

245 views March 20, 2014

Global markets were taken by surprise by the Fed's Janet Yellen on Wednesday when she suggested...