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Energy Collapse, Earnings Ennui, & Consumer Credit Cracks
Energy Collapse, Earnings Ennui, & Consumer Credit Cracks Summary: The energy sector has lost extraordinarily $1.15trn in market value this year as oil prices have plunged to almost unimaginable levels. In this equity update we provide investors with different ways to play the havoc in the energy sector. We also take a look at earnings this week […]
Chart Of The Week: New COVID-19 Cases Per Day
Chart Of The Week: New COVID-19 Cases Per Day You have probably seen this chart, or something similar, everywhere. It refers to the worldwide number of new COVID-19 cases per day. While there are no new reported cases in China, the coronavirus peak has certainly not been reached yet in the rest of the world. […]
Saxo Q4 Outlook: A New Easing Cycle Based on Ugly Realities
Saxo Q4 Outlook: A New Easing Cycle Based on Ugly Realities Saxo Bank, the online trading and investment specialist, has today published its Q4 2018 Quarterly Outlook for global markets, including trading ideas covering equities, FX, currencies, commodities, and bonds, as well as a range of macro themes impacting client portfolios. “We are clearly at […]
Macro Digest: It’s not Turkey, it’s the debt cycle
Macro Digest: It’s not Turkey, it’s the debt cycle There is currently a lot of focus on Turkey, and for good reason, but Turkey is really only a second or third derivative of the global macro story. Turkey represents the catalyst for a new theme, which is “too much debt and current account deficits equals […]
Saxo Bank Quarterly Outlook: End of a Cycle Like No Other
Saxo Bank Quarterly Outlook: End of a Cycle Like No Other Saxo Bank’s provides an ominous economic outlook in its second quarter report. What follows below are snips from a 35-page report by Saxo bank. I condensed the report for readability. Any emphasis in italics is mine. Until the final paragraph what follows are snips […]
Next up for Venezuela: PDVSA’s inevitable default — #SaxoStrats
Next up for Venezuela: PDVSA’s inevitable default — #SaxoStrats Venezuelan default a near-certainty National oil firm key to country’s financial future Production rise will require private sector involvement Caracas, Venezuela: As Venezuela’s finances teeter on the brink, its national oil firm looks to boost production. Photo: Shutterstock A Venezuelan default is only a matter of […]
“10-Year Treasury Yields Headed to Zero Percent” Saxo Bank CIO
“10-Year Treasury Yields Headed to Zero Percent” Saxo Bank CIO In his latest Email article, Steen Jakobsen, Saxo Bank Chief economist and CIO has a bold prediction about interest rates. With nearly everyone, even Janet Yellen at the Fed, predicting wage-induced inflation, Jakobsen makes a bold call in the opposite direction. This is a guest post […]
‘Central banks can do nothing’: Jakobsen
‘Central banks can do nothing’: Jakobsen 2016 has seen a popular reaction against zero-bound policies Political elites are struggling to preserve an unfruitful status quo ‘The world has become elitist in every way’: Jakobsen Political middle has become crowded, stagnant; new spectrum of ideas needed Investment in education and research needed; zero rates are a […]
Steen’s Chronicle: The best of times, the worst of times
Steen’s Chronicle: The best of times, the worst of times Significant changes to our JABA model’s long-term outlook Inopportune rise in gold and energy prices expected Commodities will outperform and yields will add another 100 bps Europe will suffer downturn and the US will flirt with recession in 2016 Gold is one of those items that […]
Steen Jakobsen: Get Ready For The Biggest Margin Call In History
Steen Jakobsen: Get Ready For The Biggest Margin Call In History A recommendation to move to cash Economist Steen Jakobsen, Chief Investment Officer of Saxo Bank, believes 2015 will be another “lost year” for the economy. And he predicts the Federal Reserve will indeed start to raise rates later this year, surprising the market and […]
Saxobank CIO Warns “Another Shock Drop Is Coming.. And It’s Coming Soon” | Zero Hedge
Saxobank CIO Warns “Another Shock Drop Is Coming.. And It’s Coming Soon” | Zero Hedge. Saxo Bank’s Chief Economist Steen Jakobsen is predicting another ‘shock drop’ in the markets within a few weeks. With debt and low inflation continuing to create a nervous atmosphere behind most markets, Steen argues that we will hit fresh lows in mid-November. […]
