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  • 1y
    Alessandro Milesi Alessandro Milesi
    This wlll be euro positive despite all the attempts to further boost equity markets
  • Article / 13 May 2016 at 10:45 GMT

    Daily Shot: Brazil in big trouble

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Brazil in big trouble
    Dilma Rousseff has been suspended as Brazilian president and impeachment is moving forward as interim President Michel Temer takes over. Rousseff' will continue to fight to regain power which will only add to economic uncertainty.
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  • Article / 12 February 2016 at 4:03 GMT

    As yields collapse do we need to mention the 'R' word?

    Managing Partner / Spotlight Group
    United Kingdom
    The current market pain is sharp and debilitating, especially with 10-year yields toying with 0%. While it is not yet time to buy risk-on assets, the US equity market is expected to soon offer a great buying opportunity. However, China and Europe should be avoided at all costs. If the US will be Cinderella those two will be the ugly sisters.
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  • 2y
    Juhani Huopainen Juhani Huopainen
    For those able to get it, price of money reasonable, back to 2010-levels in the euro area. Where it was supposed to be before the ECB decided...
  • Article / 12 November 2015 at 10:57 GMT

    Steen's Chronicle: Primitive Economy redux

    Chief Economist & CIO / Saxo Bank
    Denmark
    Steen's Chronicle: Primitive Economy redux
    It’s time for this year's final update of our forward looking model for 2016. We present The Primitive Economy, the crude economic model we are now reduced to following after years of poor policy responses from central banks and a marked lack of reform by politicians.
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    2y
    Gord Vancouver Gord Vancouver
    Comprehensive, insightful, and very helpful as always Steen. Not only for me and my Baby Boomer peers but also for our children which have already begun to...
    2y
    Steen Jakobsen Steen Jakobsen
    Gord - you too kind - ty
  • Editor’s Picks / 22 June 2015 at 23:51 GMT

    Greece woes show how politics of debt failed Europe

    The Conversation
    In the world of brinkmanship, endgames and last minute concessions that have come to define Greece’s relationship with Europe, we can see the blueprint of an abusive relationship. In his book Governing by Debt, Maurizio Lazzarato argues that the creditor-debtor centred politics of contemporary capitalism is substantially different from the capital-labour centred politics of postwar capitalism. In fact, to understand what is at stake in contemporary Europe we need to approach debt in its totality – government, corporate, financial and household debt. We have to recognise that the debt relationship is not merely an economic relationship of money owed and collected, but a deeply political relationship of power exercised by one person or institution over another.
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  • Article / 27 April 2015 at 3:23 GMT

    China’s rate cut - not if or when but by how much

    Managing Director / Asia-analytica Research
    China
    China’s rate cut - not if or when but by how much
    The question is no longer if or even when the Chinese central bank will cut interest rates but by how much. Rising bad debts and tight cash flows pushing companies to the wall are refocusing government efforts on immediate fires in the economy. An asymmetric reduction of up to 50 basis points in benchmark rates is on the cards.
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  • Article / 23 April 2015 at 3:58 GMT

    More Chinese defaults likely, but no bloodbath

    Managing Director / Asia-analytica Research
    China
    More Chinese defaults likely, but no bloodbath
    A landmark overseas default by a Chinese property company this week has put the rumour mill into overdrive as speculation mounts on who might be next to fall. While there are plenty of corporates wobbling on the knife-edge between illiquidity and insolvency, the risk of a sector-wide bloodbath is minimal.
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    2y
    Neil_Flynn Neil_Flynn
    The idea of a domino effect of defaults is obviously far-fetched, but investors do overreact to any negative Chinese news. Mainland equity indices are rallying with government...
    2y
    Pauline Loong Pauline Loong
    Neil, my take is not that offshore investors overreact to China news as that they react to the wrong news. I’ve had calls today on PMI missing...
    2y
    Pauline Loong Pauline Loong
    Two answers on when the equity bubble will burst. In the domestic A-shares market, the bubble will burst on first signs of liquidity tightening – the expectation...
  • Article / 09 February 2015 at 22:50 GMT

    Debt explosion a heavy weight for economies

    Business writer and editor
    Australia
    In eight years, global debt has risen by $57 trillion, which gives the world a total IOU of $199 trillion, according to a report by the McKinsey Global Institute. The consequences for traders could be a flight to debt-less assets such as cash and gold, but it also has a continuing depressive effect on commodities.
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  • Article / 05 November 2014 at 14:58 GMT

    The Democrats, the Republicans and the economy

    Managing Partner / Spotlight Group
    United Kingdom
    The Democrats, the Republicans and the economy
    The midterm elections in the US have given the Republicans political control of both the Congress and Senate. Given the United States' relatively strong economy, Stephen Pope asks where the dissatisfaction with the Democrats came from, and how the Republican-led houses will impact the US economy in the coming months.
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