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  • Editor’s Picks / 14 hours ago

    Frothy housing market should keep Australia's cash rate on hold

    The Australian Financial Review
    If the Reserve Bank of Australia decides to sit on the sidelines regarding the cash rate at tomorrow's meeting, which would be wise, the frothy housing market will doubtless be one reason why. AFR columnist Christopher Joye writes a key topic of conversation at the meeting will be the reaction of Australia's unusually interest rate elastic housing market to recent reductions in local borrowing costs. Australia's housing boom is racing away and so-called "macroprudential" constraints on bank lending have had zero impact to date.
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  • Article / 19 hours ago

    Bank of Japan remains steadfast as inflation falls again

    Managing Director / Technical Research Limited
    New Zealand
    The Bank of Japan's governor Haruhiko Kuroda is sticking to the line that the 2% inflation target will be met around fiscal 2015. However, the latest inflation data shows annual CPI at 0.2%. The BoJ still has the option of introducing negative deposit rates or increasing asset purchases. That’s unlikely before mid-year so in the meantime US dollar developments will drive the USDJPY cross
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  • Article / Yesterday at 23:25 GMT

    Macro Take: Massive downshift in volatility opens up opportunities

    Asia Macro Strategist / Saxo Capital Markets
    This week in Macro Take, KVP highlights how volatility of late has come off following the events of Greece, the Swiss National Bank and the European Central Bank. He sends a reminder of the major central bank decisions in the month ahead and highlights a number of conviction calls and thoughts for asset classes for the rest of the year.
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    benlouro benlouro
    agree on your view about Portugal. I´m very bullish too. see as possible 6700 by year end. Best plays: BCP, BPI, EDP, JMT
    Kay Van-Petersen Kay Van-Petersen
    Benlouro, great to get some specific names that people can look into, thanks. I'll try to take a look at these at some point. Those just looking...
  • 2d
    donal wislow donal wislow
    This comment has been redacted
  • Article / 23 February 2015 at 6:03 GMT

    3 Numbers: Upbeat German Ifo survey, US Chicago Fed index, US housing

    editor/analyst /
    United States
    3 Numbers: Upbeat German Ifo survey, US Chicago Fed index, US housing
    Germany's Ifo business survey should deliver additional evidence of the upbeat macro trend for the top EU economy. However, worries about Greece and Russia overshadow the good news. In the US, the Chicago Fed index will probably reinforce what is already known – US growth looks sustainable. Yet the US existing home sales report for January will most likely show no meaningful impact on housing from the improving macro outlook.
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  • Article / 23 February 2015 at 2:00 GMT

    Currency Wars: When zero is too much

    Head of FX Strategy / Saxo Bank
    Currency Wars: When zero is too much
    Whether you call it a currency war or use the politer term 'competitive devaluation', the fact is that too many countries are carrying too much debt. Having them all chase the same exit of undermining their own currency is no solution. Not everyone can have a weaker currency. That said, this war is one that won't end soon.
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    23 February
    Johan Berntorp Johan Berntorp
    Great article John! "My sentiment exactly" to quote Pierce Brosnan in the movie Mama Mia!
    23 February
    Teofilo Teofilo
    Its a shame to see so much long term damage being done by so few.
    donal wislow donal wislow
    Saxo Bank is cheating customers after SNB removed EUR/CHF floor. Saxo Bank closed the EUR/CHF positions with market price, and after they re-quoted the price and put...
  • Article / 22 February 2015 at 23:54 GMT

    KVP’s Macro Take: In from the cold of Mother Russia

    Asia Macro Strategist / Saxo Capital Markets
    This week’s Macro Take focuses on KVP's recent trip to Moscow, and he share data points and thoughts “from the ground” with the aim of illuminating a key component of the global macro puzzle for 2015 – Russia. KVP provides potential Russian equities to do homework on, and potential future catalysts.
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