Today's edition of the Saxo Morning Call features the SaxoStrats team discussing the continuing weakness of the US dollar as commodity prices recover ground and in the wake of key US equity indices hitting all-time highs Thursday.
Article / 01 August 2014 at 19:07 GMT

Three things can’t be hidden long: The sun, the moon and the truth

Chief Economist & CIO / Saxo Bank
What happens next?

The consensus narrative on market developments is set to implode. In this exclusive analysis, Steen Jakobsen, Saxo Bank's chief economist and chief investment officer, explains precisely why as he gives his calls on optimal positioning ahead of the storm. It's a must read — you'll find everything from calls on gold to German government bonds and more importantly, their underlying rationale.

Full details in the attached PDF


With a storm gathering, where's the best place to be? Photo: iStock

— Edited by Clare MacCarthy

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Steen's Chronicle August 2014

Steen Jakobsen Steen Jakobsen
EURUSD buy should have read just below 1.3400 sorry.
maralove maralove
This comment has been redacted
fxtime fxtime
Excellent article Steen...many thx. Your caveat on options is prudent also...there are some option plays at the moment that have had outlier events on acct release whereby std dev of 3+ has occurred (so some of us punters have already been forewarned). Interesting that you have opted for Alcoa too....this miner has huge world mkt exposure and diversity also but suffers due to the LME warehousing gluts and off balance sheet warehousing surplusses too.
Shame there isn't a Highly Recommend button on the site.


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