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  • Editor’s Picks / 17 November 2015 at 22:22 GMT

    MS Surface Book vs iPad Pro: don’t ditch your laptop yet

    Business Spectator
    Both Apple and Microsoft want us to ditch the laptop, and their latest premium offerings highlight what the future holds for stand-alone laptops in a PC jungle dominated by two-in-ones. The iPad Pro and Microsoft Surface Book are glamorous stand-alone tablet devices, but with keyboards attached they have pretensions as productivity workhorses. You wouldn’t consume content walking around with either, but they give the tablet viewing experience a lift. You’re really at the movies. Both aim to be dream devices for designers with their styluses, although most of us don’t draw much. Apple’s Tim Cook has branded the iPad Pro as a desktop replacement for many, but both have a way to go to meet everyone’s needs as a productivity device.
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  • Squawk / 23 October 2015 at 7:35 GMT
    Head of Macro & Quantitative Strategies / Saxo Bank
    French manufacturing PMI hits 18-month high as Germany's drop:

    We are getting somewhat conflicting PMI reports from the two largest economies in the euro area this morning with France surprising to the upside on both PMIs. Manufacturing PMI (Oct.) rose to 50.7 vs. 50.2 expected and 50.6 prior - an 18-month high - while the services PMI gained 0.4 points to 52.3 (51.7 expected). The development in the French PMIs since Q3 began suggests moderate growth in H2 following a flat reading in Q2.

    Germany, meanwhile, saw its manufacturing PMI drop (as expected) to 51.7 from 52.3, but services surprised to the upside with a 55.2 print vs. 53.9 expected and 54.1 prior. The current readings are indicative of quarterly GDP growth of around 0.4% q/q... Germany is doing just fine!
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    23 October
    vanita vanita
    Dear Mads,
    I have sell Dax @10150.
    I should hold the position or sell it .
    Please advice ur views?
  • Calendar event / 19 October 2015 at 2:00 GMT

    CN Industrial Output

    Med Indus Prod, M/M%
    Med Indus Prod, Y/Y%
  • Article / 15 September 2015 at 9:00 GMT

    Steen’s Chronicle: Little learnt from Lehman collapse

    Chief Economist & CIO / Saxo Bank
    Steen’s Chronicle: Little learnt from Lehman collapse
    It's been seven years since the collapse of Lehman Brothers and instead of using the event as a way to deal with excess, lax structures and a lack of focus on productivity, it became a catalyst for policymakers to 'pretend and extend'. But not all is lost and while the next seven years will be lean, they will be positively lean.
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    15 September
    fxtime fxtime
    Leverage/debt ratios were an issue even in the days of LTCM and nothing has been learnt from then....sooner or later faith will be lost in a developed...
  • Calendar event / 13 September 2015 at 5:30 GMT

    CN Industrial Output

    Med Indus Prod, Y/Y%
    Med Indus Prod, M/M%
  • Calendar event / 07 September 2015 at 6:00 GMT

    DE Industrial Production Index

    High Indus Output-Adj, M/M%
    Med Indus Output-Adj, Y/Y%
    Med Industrial Output Pct Chg YoY
    Med Mfring Output, M/M%
    Med Construction Output, M/M%
  • Editor’s Picks / 18 August 2015 at 22:45 GMT

    Park your factory in India, Japanese multinational

    Nikkei Asian Review
    Work is progressing in India on the development of industrial parks designed to help Japanese companies establish footholds on the subcontinent. In a country where land is difficult to appropriate and infrastructure is often lacking, industrial townships promise to give Japanese tenants the collective bargaining power to resolve problems and keep the wheels of business turning. OneHub Chennai is now signing up Japanese corporate tenants. This Japan Industrial Township offers paved roads and power and communications infrastructure. Its biggest selling point is its guaranteed land. India and Japan agreed in April to promote the concept of dedicated industrial parks to attract Japanese companies to India.
    Read article on Nikkei Asian Review
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  • Squawk / 14 August 2015 at 13:22 GMT
    Head of Macro & Quantitative Strategies / Saxo Bank
    US industrial production beats in July on manufacturing:

    The world's largest economy recorded a 0.6% monthly jump in industrial output last month, twice the expected increase of 0.3%. However, the 'beat' was helped by a downward revision to June's growth to 0.1% from 0.3% previously. Capacity utilisation rose to 78% as expected from 77.7%, a three-month high, but still well below the 79% reached in both November and December of last year.

    A look at the component reveals that manufacturing, which accounts for roughly 75% of industrial production, rose 0.8% m/m vs. 0.4% expected. June was revised lower to a 0.3% drop from a flat reading initially. Utilities dropped 1% m/m and mining gained a modest 0.2%.

    Even if August and September are both unchanged the jump in July implies a quarterly growth rate for industrial production of 0.5% (2% annualised). This comes on the back of a similar sized drop from Q1 to Q2.
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