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  • 2y
    fxtime fxtime
    Kim and Trump are too alike. They both seek unbelievable attention at any cost and promote fiction at any cost too. As the Fin Times asked yesterday...''Are...
  • Squawk / 11 September 2016 at 15:35 GMT
    Chief Economist & CIO / Saxo Bank
    Denmark
    Sunday Macro

    What you need to know:

    3. ) Yield curve moved up - which is anti-QE and what central banks now want - in order to stop bleeding banks dry of earnings...

    Market is saturated with QE, flattening
    Read the Squawk
  • Squawk / 27 April 2016 at 18:32 GMT
    Chief Economist & CIO / Saxo Bank
    Denmark
    FOMC anoouncement

    Fed drops reference to international concern, but maintains "strong" domestic growth w an undershooting inflation.

    This leaves door open for June hike, but market firmly believes in December....as most likely next hike..

    Market sees no "direct reference" and feels vindicated on reluctant Fed....

    Stocks small up, eurusd unchanged and bonds at high of the day..

    OVERALL:

    Big non-event but a confirmation that FOMC in no hurry to move.

    My call remains the US will flirt with recession this year - Saxo thinks there is 60% chance, which leads us to OVERWEIGHT 10y and 30 yr bonds..

    Buy T-bond 30 years futures @ 162.00 with stop below 160.00 we see test of NEW LOWS in yield driven by weak consumption, low inflation and a global economy slowing down.

    Steen
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  • Article / 19 October 2015 at 5:35 GMT

    3 Numbers: US housing sentiment builds, US Treasury yields, EURUSD

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: US housing sentiment builds, US Treasury yields, EURUSD
    Sentiment in the US home-building industry is expected to remain bullish, despite the numbers on residential construction looking soft of late. Meanwhile, yields are poised to meander until economic reports and/or Fed talk provide an incentive to break out of a trading range, while EURUSD is likely to drift lower ahead of Thursday's ECB meeting.
    Read the article
  • Article / 25 September 2015 at 2:00 GMT

    Morning Report APAC: Rate liftoff not written off

    APAC Sales Trading Desk / Saxo Capital Markets
    Singapore
    Morning Report APAC: Rate liftoff not written off
    Fed chair Janet Yellen's comments supported a gradual pace of tightening and highlight that if the world remains uncertain, there is still some risk around expectations of a ‘liftoff’ this year. Commodity currencies were the main focus with early weakness reversed amid a late-day rally, while the USD finished lower ahead of Yellen’s speech.
    Read the article
  • Article / 21 September 2015 at 5:09 GMT

    3 Numbers: Germany's deflation creep, US home sales, US 2-Year yield

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Germany's deflation creep, US home sales, US 2-Year yield
    Producer prices in Europe’s biggest economy have been sliding in year-on-year terms for the last two years. That disturbing trend is not going to change in today’s update, leading to questions about creeping deflation. Meanwhile US home sales are on track to reaffirm the upbeat year-on-year trend that’s been in play this year.
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