Tagged with macro strategy

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Jakobsen: Risk, reward and Russian roulette

586 views May 20, 2014

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?

166 views May 14, 2014

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

237 views May 13, 2014

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

162 views May 13, 2014

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...

297 views May 08, 2014

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

6,982 views May 08, 2014

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

163 views April 23, 2014

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

160 views April 09, 2014

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

934 views April 08, 2014

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"

296 views April 02, 2014

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

176 views April 01, 2014

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

432 views March 24, 2014

More bad economic data from China; the latest HSBC Purchasing Managers Index shows deeper...