Tagged with macro strategy
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Jakobsen: Risk, reward and Russian roulette
Fancy a game of Russian roulette? Against a background of risk and revolution in Ukraine, the...
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What does mixed jobs report say about UK recovery?
As the UK unemployment rate hits its lowest level since February 2009, the broader picture...
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Why 'Made in the USA' makes a difference
Bob Johnson, Director of Economic Analysis with Morningstar research explains why exports as a...
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Garnry: Airbus shares climb as revenue lifts off
Saxo Bank's Head of Equity Strategy Peter Garnry has seen one of his top three picks in Europe...
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The ECB holds rates, but for how long can they...
As the European Central Bank decides yet again to keep interest rates unchanged, a wider debate...
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Jakobsen: Europe’s China Syndrome
China and the Euro, both dependent on each other far more that we might think. Europe, China’s...
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US housing market 'to offer 20% return' this year
If you fancy a 20 percent return on your investment over the next 12 months, it could be worth...
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Main Street USA on road to recovery
Looking for reassurance that the US economy is on track for a solid recovery? Some use the...
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Jakobsen: Bonds only escape from the bear trap
With the stock market looking like it's going through a correction after Q1 highs, and with mixed...
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Hardy: ECB could come up with "dovish surprise"
ECB decision coming up, and the markets are "hesitant" as economists weigh up the likelihood of...
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James Roy: China stimulus within four weeks
More mixed signals from China, raising the prospect of the government stepping in with fresh...
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Jakobsen: Why China can't fail
More bad economic data from China; the latest HSBC Purchasing Managers Index shows deeper...