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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.
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    1y
    fxtime fxtime
    Oh forgot I am also hoping the FED reduce their balance sheet Bond holding as it is Christmas :-)
    14 December
    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....
    14 December
    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...
  • Trade view / 18 September 2017 at 11:55 GMT
    Short term
    /
    Hold

    Long media, short automobiles — #SaxoStrats

    Head of Equity Strategy / Saxo Bank
    Denmark
    The past month has seen impressive outperformance by automobile and component makers, up 7% in USD driven by risk-on sentiment and upbeat macro data. At the other end of the spectrum, media stocks are down almost 4% in USD. We are setting up a basket trade playing a mean reversion.
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    1y
    Peter Garnry Peter Garnry
    Good start to trade...
  • 1y
    Morris Morris
    James you have given us all this data then what? Or is this some kind of a report? The question is what does it mean going into...
  • Article / 16 February 2017 at 13:00 GMT

    GM puts Opel on sale – try again, fail better?

    GM puts Opel on sale – try again, fail better?
    Immediately following the outbreak of the financial crisis, GM tried to sell Opel – and failed. Now it's making another go of it. Looking back at how that process played out before tells us something about how this latest attempt may fare and provides investors with hints as to what to look out for.
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    1y
    fxtime fxtime
    And all occurring before he German elections.....38,000 hard working German Opel employees will be concerned....especially as the German Government were oblivious to this recent attempt and only...
  • Article / 04 January 2017 at 1:46 GMT

    Morning Report APAC: US dollar, stocks rally as new year kicks off

    APAC Sales Trading Desk / Saxo Capital Markets
    Singapore
    Morning Report APAC: US dollar, stocks rally as new year kicks off
    There is encouraging news on US manufacturing for December, with a spike in new orders and exports. And upbeat manafacturing data from China has given copper a lift. Protectionism is likely to play a part in North American manufacturing data, as shown by news about top US carmakers. In commodities, Libya is ramping up output, hurting crude prices.
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