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Macro Digest: Taking profits as Fed falters

The macro slowdown is no longer 'incoming', it's here. Not only that, but the Federal Reserve is seriously behind the…

4 months ago

Morning Call: Crucial US jobs report in focus

Today's edition of the Saxo Morning Call sees Head of Forex John Hardy and Head of Commodity Strategy Ole Hansen…

5 months ago

Strong US jobs data offers most interesting market test

After the aggressive run-up in Fed rate cut anticipation, strong US jobs and/or earnings data would offer the most interesting…

5 months ago

Chart of the Week: The Treasury one-year/10-year spread

Research from the Fed had repeatedly demonstrated that the one-year/10-year Treasury yield spread is a more accurate predictor of recession…

5 months ago

GM shares in focus on extreme weekend headline risk

Shares of General Motors, the US' most Mexico-reliant automaker, rebounded this week as high-level talks on migration barriers met with…

5 months ago

NFP report : Another danger signal for the US economy

The latest ADP, which rose only 27k, was the first very worrying signal regarding the US labour market this year.…

6 months ago

WCU: Commodities look to Fed for support amid recession risks

Global commodity markets have seen their fair share of turmoil in recent weeks. The potential twin disruptive impact of trade…

6 months ago

COT: Gold left exposed following record buying spree

Hedge funds increased bets on rising commodity prices across 24 major futures contracts by 57% to 401k lots during the…

6 months ago

Is a new policy panic on its way?

The China-US trade war is finally hitting risk sentiment hard, with the latest veiled threats from Beijing on rare earth…

6 months ago

Macro Digest: The new dynamic duo

The twin circumstances of an incoming recession and a massive, trade war-related breakdown in the global supply chain have joined…

6 months ago