Playlist: Bond Market Updates

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The week ahead for FX — #SaxoStrats
John J Hardy
10 February 2017 at 15:05 GMT
Fasdal: How to trade the year end
Simon Fasdal
06 November 2015 at 8:02 GMT
Fasdal: Don't write off emerging markets
Simon Fasdal
02 October 2015 at 7:20 GMT
Fasdal: Fed hike could help emerging markets and here's why
Simon Fasdal
11 September 2015 at 7:16 GMT
Fasdal: What's next for the bond market
Simon Fasdal
25 August 2015 at 9:34 GMT
Fasdal: Currency crisis offers opportunities and here's why
Simon Fasdal
21 August 2015 at 6:36 GMT
Boye: Markets up on Greece optimism
Michael Boye
22 June 2015 at 8:12 GMT
Fasdal: It's a bloodbath for bunds
Simon Fasdal
03 June 2015 at 14:21 GMT
Fasdal: What's driving German bund yields up
Simon Fasdal
12 May 2015 at 11:17 GMT
#SaxoStrats: Energy returns to Abengoa
Michael Boye
29 April 2015 at 13:25 GMT
Fasdal: How to trade this Greek uncertainty
Simon Fasdal
22 April 2015 at 7:21 GMT
Video / 22 April 2015 at 7:21 GMT

Fasdal: How to trade this Greek uncertainty

Simon Fasdal
The market is really heating up, says Saxo's Head of Fixed Income, Simon Fasdal. He's referring to the continuing uncertainty over Greece and the deadlock between it and its creditors. Greek three-year government bond yields are now trading above 28%, while 10-year yields are above 13%. But Fasdal reminds us that back in 2012, the 10-year yields were up at 35%.

Despite the ongoing concern, Simon says the market is almost ignoring the risk of contagion. He says that's partly because there hasn't been much headline risk. He also believes that QE is having a deep impact in both European equities and bonds with the market already looking beyond Greece.

So how best to trade this uncertainty? Simon admits it's a difficult call at the moment but says he still favours going long bunds in the short-term as a cheap insurance against any big sell-off in equities. Longer term he's looking at being long European equities, once Greek risk has disappeared.
fxtime fxtime
The sale of Tesco sites and the highly profitable analytics firm Dunhumby will enhance cash and lower debts. BUT assessing various stores you see poorly maintained infrastructure.Tills, EPOS and Accounting sytems operating on outdated, worn facilities. Staff moral is LOW, counting department managers and branch managers per superstore shows too many chiefs....and few grass root shop workers. Staff turnover is higher than the industry norm. Compare Lidls and Aldi who are investing heavilly on every site in technology, accouning and epos and Tesco is lagging.
fxtime fxtime
Hmmm I could have sworn I posted this in the Tesco post !! Sorry Simon for posting here.
Rodrigues Rodrigues
They should allow us to edit comments imho


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