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  • Calendar event / Thursday at 23:30 GMT

    JP CPI (Tokyo), CPI ex-Food (Tokyo)

    forecast
    actual
    Med Tokyo Core CPI (on year)
    +2.2%
    +2.2%
    Med Tokyo Overall CPI (on year)
    +2.3%
    Med Tokyo Overall CPI (on month)
    +0.4%
  • Article / Wednesday at 9:00 GMT

    From the Floor: Can Fortescue strike while iron is hot?

    Consulting Editor / Saxo Bank
    Denmark
    From the Floor: Can Fortescue strike while iron is hot?
    After the collapse in oil prices, iron ore's decline is likely the hottest story in the commodities sphere, and yesterday saw the Aussie mining giant propose a solution. According to Fortescue founder Andrew Forrest, a cartel (and cartel-led production cuts) is what the ore market needs, but Australian antitrust regulators are not so sure.
    Read the article
  • Saxo TV / 24 March 2015 at 14:04 GMT

    Koefoed: US CPI confirms rate expectations

    Mads Koefoed
    Today’s US CPI data briefly sent the dollar higher against the euro before the move reversed. While stronger than expected, these inflation figures do not alter the outlook for when the US Federal Reserve may hike interest rates, says Saxo Bank’s Mads Koefoed.
    watch video
  • Calendar event / 20 March 2015 at 12:30 GMT

    CA CPI

    forecast
    actual
    Med All Items CPI (Cur Month)
    +0.9%
    Med All Items CPI (Cur Year)
    +1%
    +1%
    Med Core CPI (Cur Month)
    +0.6%
    Med Core CPI (Cur Year)
    +2.1%
    +2.1%
  • Article / 18 March 2015 at 14:50 GMT

    Daily Shot: China's castles in the sand

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: China's castles in the sand
    Chinese housing prices continue to slide, with many appearing to believe the stubborn price activity will force Beijing to prop up the economy. Meanwhile, Brazil's troubles continue to mount as India appears to offer a note of promise in the emerging markets sphere.
    Read the article
  • Squawk / 17 March 2015 at 10:07 GMT
    Head of Macro Strategy / Saxo Bank
    Denmark
    German ZEW investor expectations hit 1-year high in March:

    Expectations among German financial market experts rose modestly this month to 54.8 from 53 previously, well below the 59.4 expected by consensus. A gauge of the current situation also improved (markedly) this month to 55.1 vs. 52 expected and 45.5 prior.

    I do not put much emphasis on the ZEW indices.

    Another report showed slightly higher euro area core inflation last month. Core CPI was revised up to 0.7% y/y vs. 0.6% expected and originally. Headline inflation was, however, unchanged at 0.6%.

    Lastly, employment rose by 0.1% q/q in Q4 in the euro area while Q3 was revised up to 0.4% from 0.2%. This implies an annual rate of change of 0.9% in Q4 vs. 0.7% in Q3.
    Read the Squawk
  • Calendar event / 17 March 2015 at 10:00 GMT

    EU Harmonised CPI

    forecast
    actual
    High CPI Yearly
    -0.3%
    -0.3%
    High Core CPI (Cur Year)
    +0.6%
    +0.7%
    Med CPI Monthly
    +0.6%
    +0.6%
    Med Core CPI (Cur Month)
    +0.5%
    +0.6%
    Med CPI Ex-Tobacco (MoM)
    +0.6%
    Med CPI Ex-Tobacco (YoY)
    -0.4%
  • Calendar event / 13 March 2015 at 9:00 GMT

    IT CPI

    forecast
    actual
    Med Consumer Price Index Final (Mon)
    +0.3%
    +0.4%
    Med Consumer Price Index Final (Yr)
    -0.2%
    -0.1%