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  • Article / 03 November 2017 at 9:12 GMT

    Monthly China Macro Outlook: “A Xi Jinping Thought”

    Deputy Head of sales Trading Asia Pacific / Saxo Capital Markets
    Singapore
    Monthly China Macro Outlook: “A Xi Jinping Thought”
    With the 19th Party Congress behind us now, this month’s China macro monthly will focus on digesting what was said and not said in Xi’s marathon 3.5 hour opening speech, who was and was not on the Politburo Standing Committee and how this may impact near-term and long-term growth.
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    1y
    Daniel CN Daniel CN
    Xi started reforms like crazy even before he was the big helmsman. Its China. They think and do long term. Not "my-term", "Xi-term". The party chose him...
  • 1y
    Ole Hansen Ole Hansen
    Funds increased bullish bets on Brent crude to a fresh record in week to Sep. 26. Looking stretched with length also added again to products
    1y
    torres089 torres089
    The largest traders are longs in CL
  • Article / 23 August 2017 at 12:00 GMT

    Commodities face a Trump dump

    Managing Partner / Spotlight Group
    United Kingdom
    Commodities face a Trump dump
    A glaring lack of progress by the Trump administration towards US infrastructure renewal has undermined support for industrial and energy commodities, and a selloff could now be just around the corner.
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    2y
    carlosdemarch carlosdemarch
    Dear John, generally speaking commodity prices are more driven by global markets than by what a single man does or doesn't. There are many more variables to...
  • 2y
    vanita vanita
    Thanks Steve for valuable comment.
    2y
    aspen aspen
    why should this undermine Merkel ? Germans are looking to other important developments
    2y
    Stephen Pope Stephen Pope
    Dear Aspen,

    I just pointed out that Chancellor Merkel has been accused of being too close to the motor manufacturers in the past.

    Given that and the fact that...
  • Article / 02 March 2017 at 8:01 GMT

    Morning Markets: Dow pushes over 21,000 on rate-hike hopes

    Consultant editor
    Denmark
    Morning Markets: Dow pushes over 21,000 on rate-hike hopes
    The Dow Jones industrial average appears to be on a roll. It closed over 21,000 for the first time in its history overnight, just over a month after it first closed above 20,000 for the first time. Meanwhile in Europe, the pound is sinking against the dollar as British prime minister Theresa May grapples with her first major setback in pursuit of Brexit.
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    2y
    Jim Earls Jim Earls
    So increasing their rates is a positive for the equity markets?
  • Article / 31 January 2017 at 13:00 GMT

    China's crash course in the anti-establishment mantra

    Former managing editor, TradingFloor.com / Saxo Bank
    Denmark
    China's crash course in the anti-establishment mantra
    China has managed so far to keep a lid on domestic discontent, but the authorities in Beijing will not have liked the crystallisation of the anti-establishment wave through the globe one bit and are in a race against time to engineer a conversion to a consumer-led economy.
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