TradingFloor.com Insights
TradingFloor.com Insights
Insights Q3 Outlook: QE to infinity and back
Saxo Bank's Teis Knuthsen says it is time to face a new reality now that the US Federal Reserve’s...
TradingFloor.com Insights
Insights Q3 Outlook: More of the same
Saxo Bank's Mads Koefoed says the US fiscal drag will remain sizeable in the second half of this...
TradingFloor.com Insights
Insights Q3 Outlook: A light at the end of the...
Saxo Bank's Ole Hansen the next few months should offer gold and silver some respite after a...
TradingFloor.com Insights
Insights Q3 Outlook: The calm before the storm
Saxo Bank's John J. Hardy says a withdrawal from quantitative easing in the US, a new Fed...
TradingFloor.com Insights
Q2 Insights: USD rally to extend
The macro environment offers a win-win set-up for the USD from here, says John J. Hardy, Head of...
TradingFloor.com Insights
Q2 Insights: EUR – the tension mounts
The EUR was on a wild ride in Q1. It rose sharply as the ECB’s balance sheet shrank due to LTRO...
TradingFloor.com Insights
Q2 Insights: JPY – the Loki of the G10
Market synergies favoured a weaker JPY to an overwhelming degree in the first quarter as rising...
TradingFloor.com Insights
Q2 Insights: Upside in gold
We see gold trapped within a 270 dollar range and believe that support from the physical market...
TradingFloor.com Insights
Q2 Insights: Oil markets range bound with risk...
"We believe that global oil markets are currently well supplied, but only because OPEC continues...
TradingFloor.com Insights
Q2 Insights: Modest uptick in growth
Global economic conditions continued to improve towards the end of last year and into the first...
TradingFloor.com Insights
Q2 Insights: Another positive year
Equities opened the year by surging 10.6 percent (measured in EUR), shrugging off the mass...
TradingFloor.com Insights
Q2 Insights: The end of the free ride
So, it’s the end of the free ride as we know it. Or at least it should be, says Steen Jakobsen,...