Articles

FOMC - didn't buy the deflation.....yet....
FOMC delivered as we expected but more hawkish than consensus: Saxo preview of Fed - May 1st 2019
We remain with key elements of yesterday’s view:
If Saxo is right: small risk off – a correction inside the present bull market…

Macro Digest : Bank of England getting ready for lift off on rates?
- Be long the underowned & priced for imperfection currencies: GBP, MXN and ZAR -
Bank of England votes 8-to-1 for unchanged.
Key phrase:
"With inflation rising sharply, and only mixed evidence on slowing activity domestically,…

Brexit : Early comment...
The polls and the bookies got it wrong again – the move overnight has been made bigger by the “party” the risk on market had yesterday….I wrote my “expected” reaction earlier this week:
How a Brexit would play out: Jakobsen
My…

Brexit : Why the EU is the least of Britain's worries
Britons will vote on their country's European Union status June 23, but the more important questions remain off-ballot. Photo: iStock
Brexit vote less important than UK's economic structure
UK ballot risks further fracturing…