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Kay Van-Petersen
17 September 2018 at 8:02 GMT
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43:30
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Kim Cramer Larsson
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11:15
Morning Call: Chinese shares fall further
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11 September 2018 at 8:36 GMT
11:34
Morning Call: USD, SEK in focus
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10 September 2018 at 7:49 GMT
2:47
The week ahead in macro
Kay Van-Petersen
10 September 2018 at 7:37 GMT
14:02
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07 September 2018 at 7:35 GMT
Video / 07 August 2015 at 8:13 GMT

Knuthsen: Why EURUSD could hit 0.95 in a year

Teis Knuthsen
Saxo Bank’s Chief Investment Officer Teis Knuthsen believes a US Fed rate hike is long overdue and thinks the Fed will move on rates this year. He looks at how a rate hike will impact emerging markets and commodities, US equities and not least the USD.

According to Knuthsen, things could get pretty ugly for emerging markets and commodities if the liquidity cycle tightens as a result of a Fed rate hike. A Fed move should be benign for US equities, which Knuthsen believes will starting climbing higher in coming weeks.

Finally, the US dollar stands to really gain from a Fed hike partly due to the divergence between monetary policy in the US and Europe with the Fed tightening policy while the ECB continues with its QE programme.

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