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  • Squawk / 18 December 2013 at 9:02 GMT
    Peter Garnry Peter Garnry
    Head of Equity Strategy / Saxo Bank
    Denmark
    Minor reaction in the DAX index following IFO figures for December. The index is up 0.6 percent.
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  • Saxo TV / 25 October 2013 at 8:05 GMT

    Euro's charge is an "anti-dollar play"

    Neil Staines
    The euro is trading at a 2-year high against the dollar , expectations of taper delay offsetting poor German business confidence. Neil Staines says the euro will probably stay firm over the next few months given the backdrop of dollar weakness.
    See the video
  • Saxo TV / 25 July 2013 at 10:38 GMT

    Hardy: Value to be found in the pound

    John J Hardy
    The UK economy grew 0.6 percent in the second quarter, in line with estimates. After gaining as much as 0.5 percent ahead of the report, GBPUSD pared back some of its gains. Saxo Bank's John Hardy says there are a number of trading opportunities.
    See the video
  • Article / 24 April 2013 at 8:51 GMT

    Ifo: German business optimism fades

    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    The German economy likely expanded yet again in April albeit at a slower pace and should continue to do so in the coming quarters, according to Ifo. However, the outlook has weakened and supports our view that growth will be moderate at best.
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    24 April
    Mickette Mickette
    The Ifo Business-Cycle clock has changed. Nearly in the downswing area.
    24 April
    Massimo Russo Massimo Russo
    If last IFO will ope the possibility of cut interest rate by ECB, I think that euro equity markets will recover the loss of the last precedind...
    24 April
    Mickette Mickette
    I agree with Massimo.
  • Article / 22 March 2013 at 9:27 GMT

    Growth slows in Germany, says Ifo

    Mads Koefoed Mads Koefoed
    Head of Macro Strategy / Saxo Bank
    Denmark
    The German Ifo business climate index declined to 106.7 in March. The decline was mostly due to lower expectations, no doubt affected by the increased uncertainty in the Euro area fuelled by Cyprus and the Italian elections.
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  • 1y
    mgirwin mgirwin
    Well I note you are buying stocks (e.g. Esprit) yet at the same time saying you expect a large correction. Would it not be better to wait...
    1y
    Peter Garnry Peter Garnry
    The buying of Esprit Holdings is based on a model called the Global Value Equity Portfolio which is a quantitative equity strategy that tries to find the...
    1y
    mgirwin mgirwin
    Thanks for taking the time to explain. Hope you are right with Esprit!