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  • Article / 28 December 2017 at 8:00 GMT

    Five things to know about 2017: Equities

    Your Next Trade
    Five things to know about 2017: Equities
    It was a year of low volatility and high complacency, and Saxo Bank's strategists do not expect this trend to continue. In order to get a sense of how 2018 will play out, however, it's important to take a look back at what happened – and what didn't happen – in 2017. Here is Saxo equities head Peter Garnry on stocks...
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  • Article / 03 November 2017 at 14:03 GMT

    Earnings Watch: Celebrating three-year drawdown in global revenue

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Celebrating three-year drawdown in global revenue
    Earnings season is continuing at full speed with 326 companies reporting next week among the 2,000 companies we track during earnings season. In this week's Earnings Watch we focus on Adidas, Siemens and NVIDIA. In addition we give our view on the global earnings and revenue trend, where unfortunately we can celebrate a three-year drawdown in global corporate revenue per share in the MSCI World index.
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  • Article / 13 October 2017 at 13:14 GMT

    Earnings Watch: Will US companies set a new EBITDA record?

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Will  US companies set a new EBITDA record?
    Q3 earnings season kicks into higher gear next week after a slow opening week. Some 130 companies will report and we take a closer look at Netflix, ICBC and Daimler, which are due to report Monday, Tuesday and Friday respectively. In addition, we give a high-level overview of US earnings and revenue trajectory. Q3 2017 may set a new record on EBITDA for the first time in 10 years.
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  • Article / 21 July 2017 at 14:17 GMT

    Earnings Watch: Good start for Q2 results, big week ahead —#SaxoStrats

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Good start for Q2 results, big week ahead —#SaxoStrats
    The second-quarter earnings season looks strong, with European companies posting the fastest growth in EBITDA since the fourth quarter of 2010 on top of higher revenue growth. Next week will be one of the busiest weeks of the season, with 610 companies reporting results. Above all, three major US technology companies — Alphabet, Facebook and Amazon — will be closely watched.
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  • Video / 21 July 2017 at 9:30 GMT

    Cyclicals are doing best — #SaxoStrats

    Peter Garnry
    The majority of earnings are released next week and according to Saxo Bank's head of Equity Strategy, Peter Garnry, the outlook is positive. The leading indicators point to further growth in 2017, he says. In particular Garnry points to the cyclical sectors. They are doing best, he says.
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  • Article / 23 June 2017 at 9:31 GMT

    Earnings Watch: Q2 earnings season just around the corner

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Q2 earnings season just around the corner
    The second-quarter earnings season is approaching, and in the meantime results are already arriving from some companies that do not follow the calendar year when reporting results. Thursday next week will bring earnings from H&M, Nike and Micron Technology. So today's Earnings Watch takes a look at these three stocks.
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  • 09 May
    helicongrowth helicongrowth
    Just to note the Vix was re-calculated from 2014 so comparisons pre 2014 slightly out, ie VIX was 0.8 lower pre 2014 than post on new calcs......apparently...
    09 May
    Peter Garnry Peter Garnry
    Agree