Tagged with em

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5 reasons why EM bonds are hot: Fasdal

422 views June 06, 2016

Simon Fasdal, head of fixed income trading at Saxo Bank, gives five reasons why emerging markets...

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What’s next for USD as Fed hawks show their...

1,804 views May 19, 2016

Surprisingly hawkish comments in the latest FOMC minutes is sending the dollar higher, says Saxo...

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Value to be found in a weak US dollar in Q2:...

611 views April 04, 2016

Saxo Bank's Chief Economist Steen Jakobsen is shorting the US dollar in Q2 - in particular...

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Uncomfortable trades - Essential Trades Q2...

612 views April 04, 2016

While a weaker US dollar may auger well for a wide range of assets, the absence of real...

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Diverging fortunes - Essential Trades Q2 2016:...

519 views April 01, 2016

European bond markets appear likely to reflect the tensions present in the...

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Roll out the fanfare - Essential Trades Q2...

695 views April 01, 2016

If you’re looking for value in the equities space in Q2, you might find...

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3 reasons to short Brazilian equities: Garnry

387 views March 04, 2016

Brazilian equities are up 26% from the lows in January. Saxo's Peter Garnry asks whether the...

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Energy’s endgame – Essential Equity Trades for...

516 views January 07, 2016

Deep in debt due to low oil prices and with banks running out of patience, will the first quarter...

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Farewell free money – Essential Bonds Trades...

520 views January 07, 2016

Higher interest rates in the US will be the dominating theme in bond markets in the first quarter...

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Mind the gap – Essential Trades for Q1 2016

2,415 views January 07, 2016

The markets are in for a big surprise as they do not seem to grasp just how determined the US...

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Lifting off – Essential Macro Trades for Q1 2016

888 views January 07, 2016

Is the US economy strong enough to handle higher interest rates? And how will emerging markets...

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Red fire monkey – Essential Asia-Pacific Trades...

459 views January 07, 2016

If you follow the Chinese calendar, 2016 is set to be a year of trickery and turmoil and it all...