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Article / 09 December 2016 at 15:48 GMTThe US dollar is heading into next week's FOMC meeting on a firm footing, powered by a dovish ECB.Read the article
Article / 08 December 2016 at 13:55 GMT
Post-ECB headaches in Frankfurt, Rome, and SienaThe European Central Bank's decision to taper its QE programme may have sparked some initial confusion in forex markets, but the dark clouds surrounding Italy's banks remain very much present.Read the article
Video / 07 December 2016 at 8:32 GMT
From the Floor: Rome to the rescue? — #SaxoStrats#SaxoStratsThe fallout from Sunday's 'No' vote in Italy has seen a flurry of headlines concerning bailouts from Rome, with the government reportedly set to take a controlling stake in Monte dei Paschi and to request an ESM loan to rescue its ailing banks.
Video / 06 December 2016 at 12:52 GMT
Italian banks will come out on the 'other side' — #SaxoStratsPeter GarnryAfter the Italian referendum, investors are worried about the policy trajectory for the Italian banking system. Saxo Bank head of equity strategy Peter Garnry, however, believes that Italian banks will pull through.
Article / 06 December 2016 at 8:55 GMT
FX Update: More to come for EUR bulls? — #SaxoStratsWith perfect hindsight, the market’s expectations for immediate bearish implications from the weekend’s Italian referendum were overblown. Once euro shorts all rushed for the exits at the same time, the squeeze was on.Read the article
Article / 06 December 2016 at 6:00 GMT
3 Numbers: Eurozone Q3 GDP to stay on trackItaly's referendum result is more likely to have political repercussions than economic ones as the Eurozone economy strengthens. German factory orders are expected to rebound and Eurozone Q3 GDP looks strong. In the US, factory orders data should give greater clarity about the extent of the manufacturing recovery.Read the article
Article / 05 December 2016 at 23:49 GMT
Today's Trade: ASX is back in the blackThe ASX/S&P 200 appears to have shrugged off the troubles caused by far off Italy and is moving up in early trading. It has recovered all of Monday’s fall, climbing as much as 0.8% to 5444.5.Read the article
Video / 05 December 2016 at 14:11 GMT
The week ahead in macro – #SaxoStratsKay Van-PetersenCentral banks are the main topic this week says Saxo Capital Markets’ global macro strategist Kay Van-Petersen.
Article / 05 December 2016 at 12:33 GMT
Mid-session Europe: Euro bulls shrug off Italian 'No'Italian voters may have said 'No' to constitutional reforms in what many imagined to be the latest chapter in the global populist surge, but euro buyers emerged to back the common currency in droves after an initial plunge.Read the article
Trade view / 05 December 2016 at 9:27 GMTDay trade
Bias remains bearish for EURJPYThe euro is showing some gallant fighting spirit despite that defeat for Matteo Renzi in Italy overnight, but there are strong reasons for believing it will give way eventually to the downside, especially in EURJPY.Read the Trade View