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  • Article / 16 September 2016 at 10:00 GMT

    Beware the Chinese housing bubble

    Managing Director / Asia-analytica Research
    China
    Beware the Chinese housing bubble
    China faces an immediate risk of a sudden and steep downturn in the economy from a potential bursting of the property market bubble inflated by monetary easing policies, speculation and demographics.
    Read the article
  • Editor’s Picks / 31 May 2016 at 2:18 GMT

    What if it wasn't the banks that caused the GFC but capitalism itself?

    Salon
    If you ask anyone what caused the devastating 2008 financial crisis, you’ll invariably receive the same answer: wrongdoing by the Wall Street banks. This is no wonder because this explanation has been trumpeted everywhere. It’s all over the media, our politicians repeat it endlessly, and the current presidential candidates harp on it incessantly. So this explanation has now seeped into our public consciousness as the conventional truth. But there is a tiny little nagging problem. There just seems to be some very curious flaws in the case that simply do not seem to add up.
    Read article on Salon
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  • Article / 11 November 2015 at 5:02 GMT

    3 Numbers: UK job data won't spoil the macro party

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: UK job data won't spoil the macro party
    It's a quiet day for economic releases, which puts most of the focus on the UK's labour market monthly update where economists are expecting a flat to slight decline in the claimant count. Across the Atlantic, recent data suggest the appetite for credit has slowed to a crawl so it'll be interesting to see how today’s news on mortgage applications fares. Meanwhile, keep your eye on the 2-year yield for a real-time approximation of monetary policy expectations.
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  • Article / 23 September 2015 at 4:58 GMT

    3 Numbers: Slight retreat for EU composite PMI, US mortgages, US PMI

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Slight retreat for EU composite PMI, US mortgages, US PMI
    The market is looking for a slight retreat in today's Eurozone composite PMI numbers, which is expected to have only a limited impact on Europe's recovery. Meanwhile, the outlook for US housing activity remains bright while US manufacturing is expected to tick higher, despite some doubts raised by Fed bank data.
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  • Article / 16 March 2015 at 11:01 GMT

    Daily Shot: Don't fear the Fed's rate hike

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Don't fear the Fed's rate hike
    In China officials announced a potential slowdown of economic growth. An annual growth rate of 6.5% would be low for the large country, but still exceptionally high compared to the rest of the world. Goldman Sachs is expecting the euro to further fall against the USD and hit 0.80 USD by 2018. In the meanwhile, US companies seem to be well prepared for a possible rate hike by the Fed.
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  • Article / 13 January 2015 at 17:43 GMT

    3 Numbers: Eurozone industry output stagnant, US mortgages, US retail

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Eurozone industry output stagnant, US mortgages, US retail
    Deflation risks in the Eurozone are in focus again today with the monthly update on industrial output for the countries that share the euro. Later, a couple of US releases will draw attention as the market looks for new signals on the macro trend at a time when disinflation pressure is blowing hard around the world.
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  • Article / 12 December 2014 at 13:30 GMT

    China’s 2015 goal: Staying in business

    Managing Director / Asia-analytica Research
    China
    China’s 2015 goal: Staying in business
    China’s goal for 2015 is essentially to keep the economy from tanking. The message from a key policy conference that ended yesterday is that monetary easing and fiscal spending will be “flexible” to ensure acceptable growth while the longer-term priority of restructuring and upgrading the economy remains intact.
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  • Article / 09 December 2014 at 10:00 GMT

    Daily Shot: Energy is the new sub-prime

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Energy is the new sub-prime
    Given the way asset managers are pitching energy funds, it almost looks like sub-primes part deux. Meanwhile, falling oil prices continue to sway markets for both good and ill and the Australian currency is plunging as confidence weakens and the country's reserve bank continues to pull for new lows in the UAD.
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    3y
    Lubo Lubo
    Hi guys, Ole has been writting the oil issue it is demand issue as well, so what is truth? Could you little bit elaborate on that? thanks...
  • Video / 30 October 2014 at 13:14 GMT

    Is Bank of America oversold?

    Alex Forrest Whiting
    Two steps forward, one step back. That’s the analysis at Morningstar Research on the large US banks. He says costs such as the cyber security budget are beginning to mount up. But there is one US bank that the company believes is undervalued and that is Bank of America.
    watch video