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  • Article / 20 April 2018 at 12:46 GMT

    Earnings Watch: Can big earnings week lift equities?

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Can big earnings week lift equities?
    Earnings season kicks into high gear next week in what will be an important test for equity markets that are still hungover from a brutal experience in February and March. With the macro numbers being worse than expected lately, earnings are the only positive for investors to hang their optimism on.
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  • Article / 19 March 2018 at 12:54 GMT

    Equities to survive macro bombardment and tech tax? – #SaxoStrats

    Head of Equity Strategy / Saxo Bank
    Denmark
    Equities to survive macro bombardment and tech tax? – #SaxoStrats
    Global equities are rolling into the new week on a weak footing following last week's declines. Macro data are getting weaker and this week's macro figures will likely support this trend. The flattening yield curve will be a big talking point, Chinese earnings releases will dominate emerging markets and technology companies will be under pressure from a potential new technology tax proposed by the EU Commission.
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    19 March
    Alan M Alan M
    Hey Peter, do you remain positive on facebook from here, or do you feel this is the first of a whole shelf of shoes to drop? I...
    20 March
    Peter Garnry Peter Garnry
    I can't comment specifically on the direction of Facebook. But as we highlighted in today's morning call (see link) Facebook's stock sits on the 200-day MA and...
  • 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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