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  • Article / Friday at 12:32 GMT

    Crawling towards normalisation

    Head of Trading / The ECU Group plc
    United Kingdom
    Crawling towards normalisation
    The Eurozone has above-trend economic growth, an undervalued currency (against the USD) and underweight positioning particularly from real money and reserve accounts. At the same time, the USD is modestly overvalued and frustrated by lack of progress on growth, inflation and fiscal reform. In the near term, this provides a supportive backdrop for an extension of the EURUSD rally.
    Read the article
    2d
    Morris Morris
    Will be waiting with interest for your articles in the next few weeks! Thanks
    23h
    Jtr Jtr
    Great site. Great articles. Thanks
    22h
    fxtime fxtime
    Dollar has become a carry trade due to the interest differentials whilst I totally agree with Morris above the fact remains base rates differentials in this low...
  • 17 July
    Dan Murray Dan Murray
    Out at 1.3095.
  • 12 July
    jens manniche jens manniche
    Great and very informative article!
  • Article / 29 June 2017 at 12:27 GMT

    Hawkish pivot

    Head of Trading / The ECU Group plc
    United Kingdom
    Hawkish pivot
    Financial markets have witnessed a notable pivot in the commitment of central bankers to maintaining extraordinary monetary stimulus and, more significantly, in accepting the increasing potential for monetary normalisation. Central bankers seem to be getting increasingly concerned about getting behind the curve.
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    29 June
    spangles spangles
    Your euro £ view maybe right. But what happens if we end up with a bunch of anarchists running the country. PM May has a precarious situation....
    30 June
    Morris Morris
    You have advanced the view on Your articles from 23 May, 31 May and 16 June that EUR is over extended it would be helpful to indicate...
  • 23 June
    Market Predator Market Predator
    @Saxostrats team: thanks for everyday broadcasted GMCs. Respect for Ole Hansen's business trip in APAC region but personally I really miss all week commodity update coverage. Saxo...
  • Trade view / 21 June 2017 at 13:28 GMT
    Short term
    /
    Buy

    Looking higher for GBPJPY on fresh BoE rhetoric —#SaxoStrats

    Head of FX Strategy / Saxo Bank
    Denmark
    Sterling is rebounding sharply on comments from the Bank of England's Andrew Haldane supporting a strong rise in short UK rates. Sterling's ability to rally on this kind of news despite the overhanging uncertainty of Brexit looks supportive for more sterling strength, especially against the Japanese yen, where yields are held back by the Bank of Japan's policy.
    Read the Trade View
    26 June
    h.alfayyad h.alfayyad
    .
  • Article / 21 June 2017 at 8:30 GMT

    Hoping for a sensible Brexit deal

    Managing Partner / Spotlight Group
    United Kingdom
    Hoping for a sensible Brexit deal
    Brexit talks have begun, and the UK is in a weaker position that it was before the June 8 election reduced prime minister May's mandate. Still, a fair deal remains best for both parties... will cooler heads prevail?
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    21 June
    C.A.L. gr C.A.L. gr
    Excellent analysis. I also fully agree with the hope about "cool heads", although I'm rather sceptical of whether they will prevail...
    21 June
    spangles spangles
    Why are required to make any payment> I understand that the High Court has already said that we have no legal liability. In fact we have £9...