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  • Article / 24 February 2017 at 16:00 GMT

    Is infrastructure spending an enabler or boondoggle?

    Managing Partner / Spotlight Group
    United Kingdom
    Is infrastructure spending an enabler or boondoggle?
    Infrastructure spending is needed across the developed world, and financial markets appear to have sat up and taken note as Donald Trump’s message grew louder. The way forward cannot be based on wasteful state spending, so private debt or equity financing should play a larger role.
    Read the article
  • Article / 26 October 2016 at 12:00 GMT

    Rouble stability masks the real story

    Russia oil and gas expert
    United Kingdom
    Rouble stability masks the real story
    High returns and low volatility might have lulled rouble investors into a false sense of security. While the Russian central bank might want to keep it that way, the rouble could weaken on seasonal FX debt repayment, unwinding of speculative positions, wobbles in the oil price and election results in the US.
    Read the article
  • 1y
    fxtime fxtime
    Totally agree. Although I suspect the vast majority do give outcomes....good and bad.
    Well done with your trading too :-)
    1y
    Krunil48 Krunil48
    Thank you for the insights into your trading.
    1y
    marran marran
    Well done with making a profit Stephen in difficult times. At the end of the day its down to the individual trades as to wether they follow...
  • Editor’s Picks / 23 March 2016 at 0:57 GMT

    Flood of cash about to hit Australia's bond market

    Bloomberg
    A flood of cash is about to hit Australia’s bond market as unprecedented maturities come at a time when new issuance is falling. About $A54.8 billion ($42 billion) of Australian-dollar denominated debt owed by governments, foreign institutions and companies is coming due next quarter. Candice Zachariahs and Benjamin Purvis write investors will be cash rich at a time when syndicated bond sales in Australia by borrowers other than the federal government have slowed almost 25% so far in 2016 from a year earlier.
    Read article on Bloomberg
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  • Trade view / 06 January 2016 at 13:20 GMT
    Short term

    #SaxoStrats: Opportunity in pricey 10-year bunds

    Head of Fixed Income / Saxo Bank
    Denmark
    Current price levels for 10-year bunds look unjustified, partly because they have been stoked by geopolitical turmoil and the ECB's QE buying -- factors that could soon subside and pave the way for risk appetite for equities to resume, which would put renewed pressure on core bonds. So this downside potential creates a trade opportunity in bund futures.
    Read the Trade View
    1y
    Frank90 Frank90
    Spot on Simon!! A short trade down to 158.65 (daily VPOC) and 158.25 (4-hour VPOC) looks very promising considering the strong resistance of last April at the...
    1y
    Simon Fasdal Simon Fasdal
    Thank you Frank90, it seems finally gravity is finding its way into Bunds. Trading down to 159.25.
  • Article / 21 October 2015 at 12:00 GMT

    Debt ceiling a DC drama just waiting to happen

    Managing Partner / Spotlight Group
    United Kingdom
    Debt ceiling a DC drama just waiting to happen
    The deal extending the US government's debt ceiling is going to happen and market turmoil will be restricted to spiking yields in the short term. However, one has to be prepared for a bumpy ride, as ideological concerns are at play.
    Read the article
  • Article / 16 October 2015 at 14:36 GMT

    Greek banks eye debt/equity swap gamble

    Managing Partner / Spotlight Group
    United Kingdom
    Greek banks eye debt/equity swap gamble
    Greek banks are looking to restructure their balance sheets by converting debt into equity, which some investors may see prefer to a major haircut or to just watch the value of their bondholdings erode over time. But the fate of Greek banks will depend on the government pushing ahead with real reforms.
    Read the article