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Steen Jakobsen: The Four Horsemen Portend A Painful Reckoning
Steen Jakobsen: The Four Horsemen Portend A Painful Reckoning Even the US is now ‘swimming naked’ Steen Jacobsen, Chief Economist and Chief Investment Officer of Saxo Bank sees economic slowdown ahead. Specifically, his “Four Horseman” indicators: the drivers of economic growth, are all flashing red. Jacobsen believes that the central banks will continue their liquidity […]
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 […]
It’s the Debt Cycle (And Other Things)
It’s the Debt Cycle (And Other Things) The debt cycle, tariffs, and central bank hubris have created the conditions for a spectacular unwind of risk assets. Yesterday in Turkey: Lira Bulls and Bears Duke it Out On Twitter I asked, “Is there a bullish case for the Lira? One person thinks so. Most think otherwise.” […]
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 […]
Steen Jakobsen: Now Is The Time To Be In Capital-Preservation Mode
Steen Jakobsen: Now Is The Time To Be In Capital-Preservation Mode Saxo Bank’s CIO predicts a 15%+ market correction soon Steen Jakobsen, Chief Investment Officer and Chief Economist of Saxo Bank, is sounding a clear warning of an arriving market correction. Over-inflated asset prices, over-crowded trades, anemic market liquidity, and a continued decline in the […]
“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 […]
Steen Jakobsen: The End Of The Debt Cycle
Steen Jakobsen: The End Of The Debt Cycle As transformational as the fall of the Berlin Wall As we’ve been watching closely, something is wrong with the big banks. Their shares have lost 25-33% of their market value since the beginning of the year. What’s going on? The turmoil seems greatest in Europe, where bank […]
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. […]
