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  • Article / 13 December 2017 at 11:30 GMT

    Weekly Bond Update: More female CEOs? Outrageously possible...

    Fixed income Specialist / Saxo Bank
    Denmark
    Weekly Bond Update: More female CEOs? Outrageously possible...
    One of Saxo's 2017 Outrageous Predictions is that more women will become CEOs of leading organisations. A look at the bond markets shows several cases where women have driven innovation and charted new courses for corporate giants. It's not always the case, but in our view female CEOs remain undervalued as a corporate asset.
    Read the article
    2y
    fxtime fxtime
    Oh forgot I am also hoping the FED reduce their balance sheet Bond holding as it is Christmas :-)
    2y
    Althea Spinozzi Althea Spinozzi
    Hi Fxtime it seems that the FED is not concerned about a flat yield curve as they believe that there is still room for interest rates hike....
    2y
    fxtime fxtime
    Thx Anthea for your comments and i already am doing the very thing you suggest. But always good to have a professionals view too so thankyou :-)

    Have...
  • 3y
    Alfa1956 Alfa1956
    "can be found in the attached PDF" ??
    Where, exactly?
    3y
    KaranKK KaranKK
    Hi Peter,
    In yesterday's squawk, you mentioned about sending email on the stock portfolio.
    How can we enroll on your mailing list ?
    3y
    Peter Garnry Peter Garnry
    You have to call your account manager. @Alfa1956 the editors have forgot to attach the PDF. The email sent directly to clients contained the PDF. Sorry for...
  • Article / 02 October 2015 at 10:36 GMT

    Earnings Watch: Macro headwinds blow PepsiCo off course

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Macro headwinds blow PepsiCo off course
    The third-quarter earnings season begins next week with 12 companies in the S&P 1200 Global Index reporting. We focus on PepsiCo's expected declines in both revenue and earnings Tuesday as tough macro headwinds from a stronger USD and weakening soft drinks demand in Americas gather.
    Read the article
    4y
    Peter Garnry Peter Garnry
    PepsiCo delivers Q3 core EPS $1.35 vs est. $1.26
    4y
    Peter Garnry Peter Garnry
    Q3 sales $16.3B vs est. $16.1B
    4y
    Peter Garnry Peter Garnry
    PepsiCo shares trade 98.00/98.50 in pre-market vs yesterday's close of $95.81
  • 4y
    Mads Koefoed Mads Koefoed
    Thanks for your comments fxtime, you raise some interesting points.
    4y
    pairstrader1 pairstrader1
    Very interesting article.

    Inspired by your article I took the liberty of running the KO/PEP equity pair through my pair trading algo. It is based on the same...
    4y
    Mads Koefoed Mads Koefoed
    Interesting comment pairstrader1, thanks. Good to hear that you have found a pairs trading method which is working for you.
  • 4y
    Mads Koefoed Mads Koefoed
    PepsiCo increases full-year core EPS guidance to 8% from 7% (in constant currency)
    4y
    Mads Koefoed Mads Koefoed
    Says is on track to deliver $5 billion worth of productivity savings through 2019
    4y
    Mads Koefoed Mads Koefoed
    The profit margin rose to 12.4% in Q2'15 vs. 11.7% in the same quarter last year.

    EPS chart (source: Bloomberg)