The macro slowdown is no longer 'incoming', it's here. Not only that, but the Federal Reserve is seriously behind the…
Today's edition of the Saxo Morning Call sees Head of Forex John Hardy and Head of Commodity Strategy Ole Hansen…
After the aggressive run-up in Fed rate cut anticipation, strong US jobs and/or earnings data would offer the most interesting…
Research from the Fed had repeatedly demonstrated that the one-year/10-year Treasury yield spread is a more accurate predictor of recession…
Shares of General Motors, the US' most Mexico-reliant automaker, rebounded this week as high-level talks on migration barriers met with…
The latest ADP, which rose only 27k, was the first very worrying signal regarding the US labour market this year.…
Global commodity markets have seen their fair share of turmoil in recent weeks. The potential twin disruptive impact of trade…
Hedge funds increased bets on rising commodity prices across 24 major futures contracts by 57% to 401k lots during the…
The China-US trade war is finally hitting risk sentiment hard, with the latest veiled threats from Beijing on rare earth…
The twin circumstances of an incoming recession and a massive, trade war-related breakdown in the global supply chain have joined…