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  • Video / 06 August 2018 at 7:32 GMT

    From the Floor: Trading the trade war

    #SaxoStrats
    Saxo Bank Head of Equity Strategy Peter Garnry has assembled his ideal equities basket for investing amidst the current Sino-US trade war, whose effects continue to be felt in the forex, equities, and commodities spaces.
    watch video
  • Article / 03 August 2018 at 10:40 GMT

    EM FX Weekly: The bounce may not last

    Head of FX Strategy / Saxo Bank
    Denmark
    EM FX Weekly: The bounce may not last
    Global investors shifted into a risk-positive move over the mid-summer weeks, strongly bidding up some EM assets. Our question now is whether the bounce has much hope of lasting with Chinese markets in a deep funk amid the open question of whether Beijing will allow a major devaluation of its currency.
    Read the article
  • Article / 03 August 2018 at 7:41 GMT

    FX Update: USD firm ahead of payrolls, earnings data

    Head of FX Strategy / Saxo Bank
    Denmark
    FX Update: USD firm ahead of payrolls, earnings data
    The Bank of England waxed more hawkish than expected, but the market largely ignored its message as the closing window for a Brexit deal dominates the narrative. Elsewhere, risk appetite and the US dollar have surged ahead of the latest payrolls and especially the earnings data.
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  • Article / 23 March 2018 at 11:30 GMT

    Just because China can doesn’t mean it will

    Managing Director / Asia-analytica Research
    China
    Just because China can doesn’t mean it will
    Before we all hyperventilate at the thought of a trade war between the world’s two biggest economies, let’s look at the forces that might pull the world back from the brink: the globalisation of supply chains, pushback from other trade players, and China’s pragmatic response.
    Read the article
    23 March
    Alan M Alan M
    Hypothetically speaking, if the US and china were to fight it out, can the US under trump actually win? Trump cant even seem to get his cabinet...
    04 April
    Pauline Loong Pauline Loong
    Watch out for smoke and mirrors. There is less to Beijing's newly announced US$50 billion tit-for-tat tariffs package than meets the eye. To give three examples from...
  • 14 March
    benlouro benlouro
    great news
  • Article / 27 February 2018 at 12:31 GMT

    China trade risks: beyond steel and aluminium

    Managing Director / Asia-analytica Research
    China
    China trade risks: beyond steel and aluminium
    The latest US tariffs notwithstanding, an outright trade war between China and the US is unlikely. The bigger threat to investment is a continual downturn in China’s growth as trade quarrels take their toll on an economy already on a knife-edge. The good news: Beijing intends to play nice with Washington on trade.
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    27 February
    TH_N TH_N
    Thank you.. Anbang is just a beginning...They are more issues to be solved before the grand opening..
    28 February
    Jadira F. Norton Jadira F. Norton
    Thank you loads Pauline, nice update on Washington!