Tagged with tapering

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Hardy: What the markets want from Yellen

283 views February 11, 2014

Janet Yellen, the new Fed Chair, faces the US Congress and Senate this week. Saxo's John Hardy...

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Hardy: Why the US jobs' market is actually strong

482 views February 07, 2014

Friday's US jobs report was actually quite strong; the view of Saxo Bank's Head of FX strategy,...

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Don't run scared of emerging markets

246 views February 05, 2014

Emerging markets have been in turmoil ever since the Fed started to taper, so should investors...

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Veksler: Emerging market crisis just 'media hype'

259 views February 04, 2014

Crisis, what crisis? That's the message from trader, Ken Veksler, on claims emerging markets are...

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Gas flares, gold falls and rare moves in the...

276 views January 31, 2014

Commodities moved lower during the course of the week as the diverging outlook between EM and DM...

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Why things are looking up for US and Spain

551 views January 30, 2014

As investors digest news that the US Federal Reserve will reduce its monthly bond purchases by...

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Why EMs are being told to "fend for yourselves"...

267 views January 30, 2014

No surprise that the Fed continued slowing down stimulus, the latest meeting noting in its...

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Jakobsen: Europe's cliff-hanger moment

492 views January 29, 2014

Europe's competitiveness is being eroded almost daily by the high levels of the euro. EURUSD...

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Hardy: The confidence crisis in emerging markets

394 views January 27, 2014

A big fall in emerging market currencies could continue and the fundamentals are there for this...

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Jakobsen: The over positioning in dollar yen

561 views January 23, 2014

As the dollar continues generally to gain against its major peers, Saxo Bank's Chief Investment...

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Veksler: Why the Aussie's set to fall further

265 views January 23, 2014

The Aussie rose strongly following inflation data from Australia, only to drop against its major...

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Lambert: Why I'm short euro dollar

279 views January 23, 2014

On Monday Clive Lambert decided to short euro dollar as the pair was looking weak; he believes...