All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • Article / 24 April 2015 at 5:23 GMT

    3 Numbers: Talks but no fix for Greek debt, German Ifo, US durables

    Blogger / MoreLiver's Daily
    Finland
    3 Numbers: Talks but no fix for Greek debt, German Ifo, US durables
    There are hopes that today's Eurogroup talks will lead to compromise that give Greece access to the final payment in its second bailout programme. Approaching debt repayment deadlines could otherwise force the country into a default. In Germany, the Ifo business climate index may fall short of expectations; yesterday's purchasing manager index was a negative surprise. In US, there are hopes for a turnaround in the long-term downtrend in durable goods orders.
    Read the article
  • Editor’s Picks / 21 April 2015 at 10:05 GMT

    Fed gives emerging markets due warning

    The Telegraph
    The New York Federal Reserve chief Bill Dudley has given emerging markets due warning that "the normalisation of US monetary policy could create significant challenges" for those in deep dollar debt and that the Fed understands it has "a sense of special responsibility...given the dollar's role as the international reserve currency." Dudley's intervention seems to be in response to IMF fears last week of the impact on emerging markets when the Fed raises rates, writes Ambrose Evans-Pritchard, but with Dudley anticipating interest rates at 3.5% once inflation has returned to 2%, it is a clear warning to markets to take steps to get their houses in order to help cut that $9 trillion dollar debt mountain as, when push comes to shove, the Fed will act in the US interest.
    Read article on The Telegraph
    Go to post
  • Editor’s Picks / 26 March 2015 at 10:33 GMT

    US blunder to treat China as an enemy

    The Telegraph
    The US is at risk of making the gravest of blunders in its heavy-handed treatment of the UK over its entrance into the Asian Infrastructure Investment Bank as it looks to cut off the China-led fledgling institution at the knees. The policy is misguided at every level, says Ambrose Evans-Pritchard, and is forcing allies to make uncomfortable choices between Washington and Beijing. Furthermore, the AIIB is exactly what the world needs as China needs to recycle its trade surpluses and $3.8 trillion reserves by one means or another. This is historic folly on the part of the US and this kind of grandstanding will long term harm its interests, and will not prevent the rise of a new world financing order.
    Read article on The Telegraph
    Go to post
  • Saxo TV / 23 March 2015 at 13:57 GMT

    Fasdal: Greek crisis at “critical” stage

    Simon Fasdal
    The crisis in Greece, which threatens its membership of the euro, has reached a critical point. That’s at least the conclusion in the bond markets, says Saxo Bank’s Simon Fasdal. The main cause of concern is that Greece will run out of cash in just a few weeks.
    watch video
  • Article / 15 March 2015 at 23:37 GMT

    4G: Germany, Greece, Grace and Gravitas

    Managing Partner / Spotlight Group
    United Kingdom
    Greek Prime Minister Alexis Tsipras reaches out to his creditors. He promises to soothe the strained relationships with the rest of the Eurozone. Meanwhile Greece has seen fit to complain about the German Finance Minister.
    Read the article
    16 March
    beverlyhillario beverlyhillario
    This comment has been redacted
    16 March
    naresh naresh
    whats ur view on nasdaq sir at this point ?
    16 March
    Stephen Pope Stephen Pope
    Hi there,

    I am out from my office this afternoon. Markets are feeding on the lower levels after irrational selling over the last two weeks. Be wary when...
  • Editor’s Picks / 31 December 2014 at 12:06 GMT

    Let the scaremongering over Greece begin

    Bloomberg
    The scaremongerers will be out in force over Greece over the course of the next few weeks in the run-up to the election and they have every right to be so, says Mark Gilbert. With the Greek banking system down by nearly a third since its peak, a fall of approximately $200 billion, it can ill afford a new run on banking deposits. And, says Gilbert, if Brussels decides to play hardball with Greece in 2015, the impact on the euro if Greece starts looking for the exit will be enormous.
    Read article on Bloomberg
    Go to post
    02 January
    donovan80 donovan80
    This comment has been redacted
  • Editor’s Picks / 15 December 2014 at 23:24 GMT

    China’s Treasury holdings at lowest since February 2013

    Bloomberg
    China’s holdings of US Treasuries fell to a 20-month low in October, as yuan appreciation indicated less of an impetus to buy the government securities. China held $1.25 trillion in US debt as of October, a $13.6 billion drop from September. The nation remains the largest foreign holder, ahead of Japan, whose stockpile increased $0.6 billion to $1.22 trillion, reducing the gap between the two countries to the narrowest since September 2012.

    The yuan rose 0.4 percent against the dollar in October as the government moves toward a market-determined exchange rate, part of efforts to expand the currency’s use worldwide. The less China intervenes to weaken its currency, the less it needs to buy securities such as Treasuries.
    Read article on Bloomberg
    Go to post