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  • 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...
  • Article / 19 July 2017 at 9:04 GMT

    History tells investors not to short China — #SaxoStrats

    Head of Equity Strategy / Saxo Bank
    Denmark
    History tells investors not to short China — #SaxoStrats
    The media in the developed world are obsessed with China's growth and often highlight it as unnatural and unsustainable. But that thinking is wrong because it is not based on historical facts about urbanisation in the US and Europe. By establishing the right baseline we show that China's construction spending is no mystery, but a natural development of rapid urbanisation.
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    2y
    Peter Garnry Peter Garnry
    Thanks. Good question. China has an estimated total population of 1.384 billion in 2017. With the recent changes to birth rate and expected increase in life expectancy...
    2y
    Vatsid Vatsid
    I read this article and come away with more conviction on the US in the longer term:). Great article!! Would love to see a view point on...
    2y
    CharlieSMS CharlieSMS
    yes ,indeed ,tks
  • 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.
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  • 2y
    John Shaw John  Shaw
    One has to love all of the uncertainty in the air these eh Mike?.
    If no one knows nuthin, it means someone knows sumthin. lol
    2y
    Michael O'Neill Michael O'Neill
    It has been a bit of a ride, John. Trump has added a new level of excitement to markets.
  • Article / 10 November 2016 at 10:00 GMT

    And the winner is: Copper and mining — #SaxoStrats

    Head of Commodity Strategy / Saxo Bank
    Denmark
    And the winner is: Copper and mining — #SaxoStrats
    President elect Donald Trump's pledge to spend more than $500 billion on rebuilding America's roads, bridges and airports helped send construction and steel stocks sharply higher following his surprise election win. Within the commodity space it sent copper sharply higher with the BBG Industrial Metal index on track for its best week in five years.
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    2y
    AlexF AlexF
    Dear Ole what is your view on oil till OPEC meeting any entry level you would fancy ?
    2y
    Ole Hansen Ole Hansen
    Thank you vm Market Predator. AlexF i have no specific levels at this stage. Observing that the IEA report was mildly bearish, US production estimates jumped to...
    2y
    AlexF AlexF
    Thank you Ole