All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / Yesterday at 14:12 GMT

    Investing in inflationary expectations

    Managing Partner / Spotlight Group
    United Kingdom
    Investing in inflationary expectations
    Inflation has fallen dramatically since June of 2014 as oil prices have fallen. US, UK and Eurozone central banks all predict higher inflation in 2016 and 2017. Although a distant prospect, there is a new level of interest in inflation protected assets.
    Read the article
  • Article / Yesterday at 10:00 GMT

    #Election2015: Farage the kingmaker?

    Chief Economist & CIO / Saxo Bank
    Denmark
    #Election2015: Farage the kingmaker?
    Opinion polls ahead of the May 7 UK election show a divided electorate and it is difficult to tell what coalition will emerge at the forefront. In our view, this one comes down to two significant factors: inequality and UKIP.
    Read the article
    8h
    Kevin McIndoe Kevin McIndoe
    Interesting piece but I think you are overestimating Farage's influence .Your piece also does not make any mention of Plaid Cymru, which has three MPs, and...
  • Article / Yesterday at 9:00 GMT

    #Election2015: Britain votes on its future

    Managing editor, TradingFloor.com / Saxo Bank
    Denmark
    #Election2015: Britain votes on its future
    Britain goes to the ballot box on May 7 for what looks like being the most pivotal general election for a generation. Over the next 10 days, we'll be looking at the election from every angle as we tick every box in the trading spectrum.
    Read the article
  • Editor’s Picks / Yesterday at 6:26 GMT

    Indonesia moves up happiness ranks, Swiss top the list

    The Jakarta Globe
    Indonesia improved in its ranking in happiness, making it the 74th happiest country in the world in the 2015 World Happiness Report, published by by the Sustainable Development Solutions Network – a global initiative under the UN. Switzerland topped the list, followed by Iceland and Denmark. China came in at 84th place, while India was 117th. The report measures happiness using six variables to quantify happiness including GDP per capita, perception of corruption, healthy life expectancy and perceived freedom to make life choices. The report also measured social support variables by asking whether respondents have someone to count on in times of trouble. The generosity variable, on the other hand, is measured by recent donations.
    Read article on The Jakarta Globe
    Go to post
  • Article / Yesterday at 5:18 GMT

    3 Numbers: Make or break for UK, US Services PMI, US Dallas Fed Index

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Make or break for UK, US Services PMI, US Dallas Fed Index
    Today's CBI Industrial Trends data will reveal the state of UK manufacturing in the context of pre-election uncertainty. On the other side of the Atlantic, the US services sector PMI should provide a reliable gauge of broad macro trends at the start of Q2. Meanwhile there are fears that the Dallas Fed Manufacturing Survey will move US manufacturing another notch lower.
    Read the article
  • Article / Sunday at 23:46 GMT

    KVP's Macro Take: Two weeks high octane! US Q1 GDP & NFP, RBNZ, RBA

    Asia Macro Strategist / Saxo Capital Markets
    Singapore
    KVP's Macro Take: Two weeks high octane! US Q1 GDP & NFP, RBNZ, RBA
    The next two weeks will see some of the most potent events of the first half of the year. Wednesday April 29 sees the Fed meeting and 1Q US GDP, Thursday is RBNZ, with the following on Tuesday May 5 and Friday May 8: RBA and US Non-farm payrolls. Once again, with an RBA cut imminent and the Fed set to hike in 2H, the AUD above 0.7750 is a screaming short, as you have catalysts on both sides of the cross
    Read the article
  • Editor’s Picks / Sunday at 22:03 GMT

    Trans-Pacific Partnership may be a bitter pill to swallow

    The Sydney Morning Herald
    The Trans-Pacific Partnership highlights the conflict between intellectual property protection and cheap medicine. The proposed trade and investment treaty involves Australia, Brunei, Canada, Chile, Japan, Malaysia, Mexico, New Zealand, Peru, Singapore, the US, and Vietnam. The pharmaceutical industry wants 12 years of monopoly after the release of a new treatment as part of the TPP. That is seven years longer than the current period in Australia, after which competitors can develop and sell cheap generic. For those suffering a serious illness and who need affordable medicine, that seven years could be a life-and-death difference.
    Read article on The Sydney Morning Herald
    Go to post
    19h
    David E.H. Smith David E.H. Smith
    TPP, TTIP, CETA & Global Treaties;
    'Schadenfreude' & the Public; Too 'Unenlightened' to Figure out 'The Global Slight of Mind' Illusion.

    - David 'Copper' Smith

    Using Shareholders' Meetings to...