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  • Article / 11 minutes ago

    No inflation? No problem

    Managing Partner / Spotlight Ideas
    United Kingdom
    No inflation? No problem
    US GDP growth may have fallen short of expectations and CPI readings may signal deflation, but the American economy is fundamentally strong. A deeper look into the statistics, including into energy trends and Core CPI readings, makes this quite clear.
    Read the article
  • Squawk / 22 minutes ago
    Head of Macro Strategy / Saxo Bank
    Denmark
    Chicago PMI drops sharply in February to 5-year low:

    Consensus had looked for a small decline to 58 in February from 59.4 in January, but instead the Chicago PMI surprised everybody with a plunge to just 45.8, the lowest print since mid-2009.

    S&P 500 is down 0.2% on the news.

    The ISM manufacturing report will be released on Monday.
    Read the Squawk
    9m
    Mads Koefoed Mads Koefoed
    University of Michigan consumer confidence is revised up in the final February report to 95.4 from 93.6. Still a decline from January's 98.1.
  • Trade view / 1 hour ago
    Medium term

    Lululemon coils up for a big move

    Trader / TheSteadyTrader.com
    United States
    Shares of Canadian athletic clothing maker lululemon athletica (LULU:xnas) rallied sharply since last October but since late January have largely traded in a tight consolidation range. This healthy price action could soon see the stock release higher again, allowing active traders and investors to hop on board.
    Read the Trade View
  • 1h
    Jens_Black Jens_Black
    stock is down 0,5% or close to €5 after the results
    1h
    Jens_Black Jens_Black
    Now down almost 2%
    1h
    Waheed786 Waheed786
    Will it kill Dax?
  • Squawk / 1 hour ago
    Head of Macro Strategy / Saxo Bank
    Denmark
    US Q4 GDP growth revised down to 2.2% on inventories:

    The second estimate of fourth quarter GDP for the US resulted in a downward revision of 0.4pp to 2.2%, confirming that the US economy slowed down in the final quarter of 2014 after growth of 4.6% and 5% in Q2 and Q3 respectively. However, the main culprit of the downward revision were inventories, which are now estimated to have added 0.1pp to growth vs. 0.8pp in the original estimate.

    Key components such as private consumption (2.8pp vs. 2.9pp prior), fixed investment (0.7pp vs. 0.4pp), government consumption (-0.3pp vs. -0.4pp) and net exports (-1.2pp vs. -1pp) saw little change.

    All in all, a non-event.
    Read the Squawk
  • Article / 2 hours ago

    Earnings Watch: Barclays in line of fire as UK banks disappoint

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Barclays in line of fire as UK banks disappoint
    Barclays reports FY14 result on Tuesday and with the recent streak of disappointing earnings releases from UK banks the shares will be in line of fire as shareholders could expect to be disappointed. Interestingly, the share price has not been under much pressure despite its peers' poor performances. This might be an opportunity for traders.
    Read the article
  • Saxo TV / 3 hours ago

    Jakobsen: Warning! US slow down ahead

    Steen Jakobsen
    Saxo Bank's Chief Economist Steen Jakobsen is warning of a sharp US GDP slowdown with QoQ growth to hit zero by Q3 or Q4. Despite stock market peaks and optimistic sentiment, Steen sees worsening US data as the warm up act for a new stage in the economy.
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