Morning Markets: USD finding its footing focus on G20 headlines
Wednesday's 'dovish hike' from the Federal Reserve placed USD on the back foot but the greenback seems to have found its floor a...
Macro Digest: 'Under-owned and priced for imperfection' — SaxoStrats
Saxo Bank chief economist Steen Jakobsen argues that "under-owned" currencies like the GBP MXN and ZAR are solid long candidates –...
Spotlight swings to Yellen with March hike in view
Federal Reserve chief Janet Yellen's speech on Friday can seal or destroy chances of a March US interest-rate rise as it comes after num...
Squawk: Fed March hike now at >60% probability Rule of thumb...
Fed March hike now at >60% probability Rule of thumb being Fed does NOT hike unless >70% but plenty of news before March 15th meeting ...
Squawk: Bitcoin worth more than Gold? Who would have thought? Don't...
Bitcoin worth more than Gold? Who would have thought? Don't forget Kay Van Petersen's excellent call in Saxo Bank's Outrageous P...
Squawk: Risky business? Peter Garnry has voiced concerns about valuation and...
Risky business? Peter Garnry has voiced concerns about valuation and our proprietary models continues to flash warning signal. This is Z-sco...
Squawk: Chance of May hike hitting > 60% - Remember Fed...
Chance of May hike hitting > 60% - Remember Fed never hiked without chance being >70% ! There is now some divergence at least if dynam...
Squawk: US Dollar looks expensive in present monetary environment - here...
US Dollar looks expensive in present monetary environment - here is chart of Real Rates (leading) DXY Index... DXY is 1.33 Z- score expensiv...
Squawk: Steen’s Comment Macro: UBS’s piece is important read and rhymes...
Steen’s Comment Macro: UBS’s piece is important read and rhymes with our view that global cyclical factors is peaking now. Inflation YoY imp...
Squawk: UBS have a "warning signal for markets" - The global...
UBS have a "warning signal for markets" - The global credit impulse is turning... Their PMI & Credit Indicator is turning into...
Morning Markets: Europe looks to Pence for answers
Europe's leaders meet with Mike Pence Monday morning seeking clarity from the US vice-president over a host of issues as they try to asc...
Macro Digest: Ready steady go on US dollar — #SaxoStrats
The next month will see at least three events during which we could finally see major policy announcements from the Trump administration and...
From the Floor: Trump backing himself 'into a corner' — #SaxoStrats
US president Donald Trump launched an even more extraordinary broadside at mainstream media Thursday signalling a return to campaign mode as...
Morning Markets: Negative Trump effect spills over to Asia
The demise of the Trump trade rally on Wall St on Thursday was felt across Asian markets today with key bourses losing ground. The Nikkei he...
Morning Markets: US indices soar on Yellen's wings
American stocks shot up overnight on the back of Federal Reserve chair Janet Yellen's remarks before the senate. Now the markets are wai...
Squawk: Yellen testimony before Senate Banking Committee Yellen keep March alive...
Yellen testimony before Senate Banking Committee Yellen keep March alive as next hike but only barely so: March @ 34% probability - market c...
Steen's Chronicle: When change is not change — #SaxoStrats
Saxo bank's chief economist has been travelling around Europe meeting with clients and investors while considering the meaning and likel...
Tyson Trump and the future of the US meat industry
Tyson Foods will report its first-quarter earnings Monday and forecasts are mixed. In our view however the firm looks likely to serve as a l...
Macro Digest: Does Trump plan to take down the dollar? — #SaxoStrats
President Donald Trump's policy manoeuvres may be jarring and severe but there are a few general themes that can be discerned. In Saxo B...
Morning Markets: Dollar slides after Trump ban confusion
The dollar was on the slide overnight as Donald Trump's highly-controversial immigration ban on citizens from seven countries sparked a ...