Earnings Watch: EPS weakest since 2009 as strong USD weighs in
This year's Q3 earnings season is almost over and the aggregate S&P 1200 Global Index EPS figure is the lowest since 2009 mainly due...
From the Floor: Turkish lira woes reveal tensions
Asian markets were mixed and mildly positive overnight but nervousness over the standoff between Russia and Turkey after the downing this we...
#SaxoStrats: S&P 500 primed to retrace lower
The S&P 500 is up 12% from its September bottom and now represents one of the highest-valued equity markets in the world. from Peter G...
#SaxoStrats: Regional banks to outperform ahead of Fed hike
We expect US regional banks to continue to gain value ahead of the widely expected December rate hike from the Federal Reserve. from Peter...
#SaxoStrats: Volkswagen gets some of its mojo back
Volkswagen might just be seeing light at the end of the tunnel after a shocking two months and now could be the time to move in on the stock...
From the Floor: Yuan chatter sparks Shanghai rebound
Rumours that China could be poised to let the yuan depreciate once the yuan is officially part of the IMF's SDR lifted Chinese stocks ou...
#SaxoStrats: Ways to trade Allergan after Pfizer's bid
How to trade Allergan after Pfizer's bid... from Peter Garnry - Authored content https://www.tradingfloor.com/posts/saxostrats-ways-to...
Morning Markets: Can Opec hold the line?
The post-NFP prospects for a December rate hike have made for an interesting November, but markets are now combing the data for signals of a...
December Fed rate hike: The winners and losers in equities
Saxo Bank's Head of Equity Strategy Peter Garnry looks at who will be the winners and losers in global equity markets, if the Fed finall...
Alpha Picks: Intel shares to rise in 2016 as growth story unfolds
Intel has long been held back by the negative story about the declining PC market. However, signs are emerging that 2016 will be the turning...
Earnings Watch: Debt mountain may prove too high for Seadrill
The number of earnings releases has slowed down with only 25 companies reporting next week in the S&P 1200 Global Index. Today we focus ...
From the Floor: ABN AMRO returns, Nike splashes out
European equity markets were enlivened by Dutch banking group ABN AMRO's return to public trading after the government sold a 20% stake,...
#SaxoStrats: Bullish on ABN AMRO
We are bullish on Dutch banking giant ABN AMRO as the firm's valuation does not reflect the overall quality of the business. from Pete...
Morning Markets: What copper says about global demand
Copper's hit a fresh 6.5-year low and as a gauge of global demand, that's pretty ominous. from Peter Garnry - Authored content htt...
#SaxoStrats: HP Enterprise likely undervalued after selloff
HP Enterprise stock is down 26% since the firm's spinoff and the company may well be undervalued. from Peter Garnry - Authored content...
From the Floor: Greenback off the boil as Fed counts down
The Federal Open Market Committee has released its latest minutes, and the countdown to liftoff is on. As the big event draws nearer, howeve...
#SaxoStrats.UPDATE: Closing our Novartis short with small 1.4% profit
The position was initially added as a hedge against our long Galenica position (currently up 31% since inception). from Peter Garnry - Aut...
#SaxoStrats. UPDATE: Closing our long Hoegh LNG with 10.5% loss
#SaxoStrats: closing our long Hoegh LNG with 10.5% loss. from Peter Garnry - Authored content https://www.tradingfloor.com/posts/saxostrat...
#SaxoStrats. UPDATE: Closing our short 3D Systems with 33% profit
We're closing our short 3D Systems with 33% profit plus: a quick lesson on how shorting actually works. from Peter Garnry - Authored c...
Earnings Watch: Japan takes Q3 plaudits
Third-quarter earnings season was no champagne party, but Japanese companies at least can take some comfort from a strong performance. fro...