Denmark
Trading strategy
Mieux vaut avoir tort avec le marché que raison tout seul.
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3 Followers
Write a Squawk to LeTaulier_Lmi
  • 4y
    LeTaulier_Lmi LeTaulier_Lmi
    Does is really make a difference if the cash comes from olive oil exportations, German tourists, China or Russia. Cash is cash.
  • Editor’s Picks / 09 April 2015 at 9:53 GMT

    Putin grateful for EU's Greek tragedy

    The Telegraph
    The European Union is guilty of a massive political and strategic blunder in its ongoing frosty relationship with Moscow by effectively handing Vladimir Putin Greece on a silver platter with all the trimmings, writes Ambrose Evans-Pritchard. A radical left leadership in Athens might already have had an inclination to look northeast to Russia but the EU has helped propel it down that path by insisting on a repudiation of electoral pledges made in January despite having little basis in economic merit. Instead, Brussels is helping to create an alternative bloc in Europe which is likely to be bolstered down the line by the likes of Hungary and Slovakia. Russia may not be rich enough to rescue Greece but it must be of immeasurable delight to Putin that he has managed to entice Greece into his orbit despite employing an infinitely weaker hand than that of his far more cash-rich competitors.
    Read article on The Telegraph
    Go to post
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    I love Britons! They did not participate to the bail out of Greece but they want to keep "the key of the truck".
  • Editor’s Picks / 09 April 2015 at 1:33 GMT

    French lenders rule out Australian coal mines

    The Guardian
    Australia’s banks have come under renewed pressure not to fund the country’s largest coal projects after three of France’s leading financial institutions ruled out providing capital for the developments. In response to questions from French climate activists, Société Générale, Crédit Agricole and BNP Paribas all said they will not be involved in proposed mines for the coal-rich Galilee Basin region of central Queensland. Letters from the banks rule out the mines, which include developments from Clive Palmer’s Waratah Coal and Adani’s $16.5bn Carmichael project. A total of 11 international banks have publicly distanced themselves from the Galilee Basin projects in one form or another, including HSBC, Barclays, Morgan Stanley and Citi.
    Read article on The Guardian
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    4y
    LeTaulier_Lmi LeTaulier_Lmi
    Australia is not Mali, how a rich country like that can not financial resources for this project?
  • Article / 08 April 2015 at 10:12 GMT

    How France lost its economic oomph

    Head of Macro Analysis / Saxo Bank
    France
    How France lost its economic oomph
    Once at the forefront of European innovation and progress, France missed the opportunity to reform and allowed the German economy to zoom way ahead. But all is not lost, France still has many competitive strengths and some deft action could turn the ship around. Just don't expect the current government to do anything about it.
    Read the article
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    "The discourse has changed"...this is THE problem, only discourses change.
  • Trade view / 09 March 2015 at 12:29 GMT
    Medium term

    Time to buy euro debt

    Managing Partner / Spotlight Group
    United Kingdom
    The European Central Bank has launched its easing programme so the government bonds market is about to see some major buying. This represents one method of trading this process.
    Read the Trade View
    4y
    Stephen Pope Stephen Pope
    I am positive on the US economy and as such I see the NASDAQ eventually moving higher with my targets set at 5018...5081...5109

    The DAX represents the best...
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    Hi Stefen,

    Isn't "foolish" to buy Eurozone government bonds now because too late (the marked did price the Q.E.) and too risky (more chance than in medium term...
    4y
    Stephen Pope Stephen Pope
    I would not have bought Euro govies but for the fact that yesterday saw QE begin and I just wanted o be on this ride for a...
  • Article / 06 March 2015 at 10:30 GMT

    Oil giants with feet of clay

    Russia oil and gas expert
    United Kingdom
    Oil giants with feet of clay
    While Rosneft's shares might still outperform Lukoil's in a rising market, the published results show rising leverage ratios and point at a possible loss in the first quarter of 2015.
    Read the article
    4y
    fxtime fxtime
    Free Cash Flow is the crux issue as you say.
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    Rosneft; +35% since the beginning of the year (and +32% in USD), not bad a giant with feet of clay.
  • Article / 16 January 2015 at 16:00 GMT

    The SNB has skewered the ECB

    Managing Partner / Spotlight Group
    United Kingdom
    The euro is the biggest casualty of Switzerland’s decision to scrap its currency cap. Sovereign bonds rallied across Europe, so yields crumble further. Has the Swiss National Bank saved the European Central Bank?
    Read the article
    4y
    kishore naik kishore naik
    Steve Pl could we have view on Dax when QE is announced on Monday
    4y
    Stephen Pope Stephen Pope
    Firstly I thought the announcement from the ECB would come on Thursday, January 22nd.

    Has something changed that I missed?

    I do note that news which may not have...
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    "It needs to be at least EUR750Bn...EUR500Bn will be insufficient and will be seen as disappointing."

    The problem with the market is the Q.E: will be always "insufficient"....
  • Squawk / 14 January 2015 at 8:47 GMT
    Blogger / MoreLiver's Daily
    Finland
    The European Court of Justice is now reading its preliminary ruling on the legality of the ECB's OMT-programme. By the looks of it nothing special - as long as extraordinary conditions, limits, checks and balances, proportionality etc etc are included, the ECJ seems to think OMT is legal.

    Pretty much as expected, but that does not rule out that the markets would not begin to wonder whether the OMT is "whatever it takes"-backstop - or a piece of paper riddled with conditionality and limits.
    Read the Squawk
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    The interpretation of law is the expression of balance of power. I don't know if OMT is legal or not but how a Spanish general advocate could...
    4y
    Mads Koefoed Mads Koefoed
    "ECB takes note of Advocate General's opinion. This is an important milestone in request for preliminary ruling. OMT is ready and available." - ECB
  • Article / 09 January 2015 at 10:27 GMT

    Dembik: QE is coming and the euro will slide

    Head of Macro Analysis / Saxo Bank
    France
    Dembik: QE is coming and the euro will slide
    With Europe's single currency hitting its lowest levels against the dollar in almost a decade, Saxo Bank's Christopher Dembik says the trend will extend. QE expectations and the resurgence of sovereign debt woes mean that the euro's depreciation will be deep and prolonged, he explains.
    Read the article
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    The question is not is Q.E. will be announce in the beginning of 2015 but what form will take this Q.E.
    Will the ECB select only AAA countries...
    4y
    andbach andbach
    I would not bet against the euro now. The ECB QE will be very limited and the situation of the US economy is not as good as...
    4y
    Dembik Christopher Dembik Christopher
    My theory is clearly that the QE won't be enough to revive the economic growth in the Eurozone. If investors lose confidence in the ECB and ultimately...
  • Squawk / 04 December 2014 at 13:40 GMT
    Head of FX Strategy / Saxo Bank
    Denmark
    Breaking: ECB President Draghi: ECB will reassess current stimulus next quarter (i.e., we will not see government QE now, but decision delayed until at least January meeting). EUR is backing up higher on this...
    Read the Squawk
    4y
    John J Hardy John J Hardy
    Draghi: (during Q&A) Doesn't need unanimity to decide on QE
    4y
    Juhani Huopainen Juhani Huopainen
    Draghi " we discussed all assets, but gold" - negative for gold. Some apparently think this means that also purchases of foreign assets were included in the...
    4y
    LeTaulier_Lmi LeTaulier_Lmi
    Considering the fall of the stock markets, I think that lot of traders should stop mistaking their dreams for reality. No full Q.E. announce now and no...
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