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  • Squawk / Yesterday at 18:35 GMT
    fxtime fxtime
    Theta Hypothesis Testing at present !
    United Kingdom
    IF FBook exceeds expectations we should see a rally on NAS and ofcourse the spx will shadow it upwards but nothing but exceeding expectations imho will hold both mkts up. Six straight up days on spx close levels isn't totally rare...indeed over the last 30yrs we have had 190 such events and resulted in a mean reversion move !
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  • Squawk / Yesterday at 14:05 GMT
    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    New home sales plummets 14.5% month-on-month to 384,000 in March in the US, far from the consensus expectation of +2.3%. Furthermore the decline in new home sales in February was revised to 4.5% from 3.3%.

    Sales declined most in the Midwest to 51,000 from 65,000, a drop of 21.5% m/m, followed by the West and South. The Northeast recorded a minor increase to 27,000 from 24,000.

    While the report surprised consensus it would not come as a shock to those watching the housing starts series, which had been signalling a drop in sales (chart 1).
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  • Article / Yesterday at 13:49 GMT

    Weekly Bond Update: New record-breaking bond issue!

    Michael Boye Michael Boye
    Fixed Income trader / Saxo Bank
    Denmark
    Weekly Bond Update: New record-breaking bond issue! Read the article
  • Squawk / Yesterday at 11:03 GMT
    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    Several companies reporting right now...

    *DOW CHEMICAL 1Q EPS 79C, EST. 71C
    *P&G DELIVERS 3Q CORE EPS $1.04, EST. $1.02
    *BIOGEN IDEC 1Q ADJ. EPS $2.47, EST. $2.55
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    21h
    Mads Koefoed Mads Koefoed
    Biogen Q1 revenue $2.13 billion vs. $2bn estimated. Sees revenue growth of 26-28% now vs. 22-25% before.
    21h
    Mads Koefoed Mads Koefoed
    Procter & Gamble Q3 revenue $20.56 billino vs. $20.67bn estimated.
    21h
    Mads Koefoed Mads Koefoed
    Ingersoll-Rand Q1 EPS $0.29 vs. $0.258 estimated, an upside surprise of around 12% (had guided $0.26)