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  • Article / 3 hours ago

    #Election2015: GBPUSD will fall hard after UK election

    Head of FX Strategy / Saxo Bank
    #Election2015: GBPUSD will fall hard after UK election
    GBP has been flying high ahead of the UK election on May 7 while the USD has been on the defensive. But uncertainty about the make up of the next government, coupled with concerns about the hole in Britain’s finances means GBPUSD may eventually decline back to the sub-1.4600 April lows and far beyond by year-end.
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  • Editor’s Picks / 10 hours ago

    Much to learn from Nepal's quake tragedy

    Nikkei Asian Review
    While right now we need to focus on urgent relief, we must address the reality: it was widely known that a devastating earthquake was going to strike Nepal. While brought on by a geological incident, the disaster in Nepal is the result of human action and development choices. Poor infrastructure, non-compliance with building codes, and poverty meant that the likelihood of a devastating impact quake was much higher in Nepal than elsewhere. Because Nepalese towns are located on or near fault zones, it is critical to invest in and prioritize earthquake-proof infrastructure. This "risk-informed decision-making" is essential to long-term sustainability.
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  • Article / Yesterday at 10:00 GMT

    #Election2015: Farage the kingmaker?

    Chief Economist & CIO / Saxo Bank
    #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.
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    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...
  • 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.
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  • 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
    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
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  • Editor’s Picks / Friday at 1:54 GMT

    Commodities may have hit bottom, but no sharp recovery likely

    The Sydney Morning Herald
    A chorus of market watchers say the price of key commodities such as oil and iron ore may be close to their nadir in the cycle. Mihir Worah, CIO for real return and asset allocation at global bond fund manager PIMCO, says a supply shake-out forced by sharp price declines has put supply and demand closer to equilibrium. Commodity prices won't go down from here, he says. However market watchers point to the risk that producers will step in with new capacity prematurely. Meanwhile Worah says the price of oil over the next few years will depend largely on whether the US and its allies lift sanctions against Iran.
    Read article on The Sydney Morning Herald
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