Tagged with macro strategy

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Why the markets were wrong to be surprised by...

243 views March 20, 2014

Global markets were taken by surprise by the Fed's Janet Yellen on Wednesday when she suggested...

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China's short term pain will lead to long term...

512 views March 11, 2014

An unexpected trade deficit, falling GDP and fears about deflation. The news from China has...

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Cracks in China's Economy

269 views January 20, 2014

China reported that Q4 GDP had slowed from 7.8% to 7.7% year on year, and growth is expected to...

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Jakobsen: Be long euro to "test" the ECB

658 views December 06, 2013

Be long euro dollar to test the ECB. That's the call from Steen Jakobsen following the Central...

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Hardy: Euro falls as ECB cuts rates & could...

594 views November 07, 2013

The European Central Bank cut rates to a record low of 0.25 percent Mario Draghi says they were...

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What the US jobs data really means

380 views October 22, 2013

The US created a further 148 thousand jobs in September, missing estimates. And that, according...

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Growth in Europe: Why now?

389 views August 14, 2013

GDP growth in France, Germany and the Eurozone as a whole has beaten expectations and Europe is...

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China's dirty growth secret

389 views July 15, 2013

China’s GDP growth has slowed nine of the last 10 quarters, and one reason behind it may come as...

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Why China Is Driving Markets Lower

327 views June 21, 2013

China is a "34 year old going into adolescence".It needs "5-10 years to rebalance itself"Saxo...