Articles

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Macro Digest: Another week, Another Brexit vote - The momentum now clearly with orderly divorce from the EU

Summary:  Another week, another Brexit vote. PM Johnson keeps trying and pushing for a Brexit by October 31st. Meanwhile Labour is trying to force a 2nd vote and to stall process to force extension to minimum January 31st. Saxo Bank…
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Les taux et l’étau qui se resserre

La séance d’hier c’était le genre de journée qui fait qu’on se demande si on n’a pas meilleur temps d’ouvrir la bourse une fois par semaine juste pour faire un fixing et retourner jouer au golf. Assis sur un banc Que…
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Marchés financiers : les signes de la dégradation

Nicolas Chéron analyse sur SicavOnline la dynamique baissière qui conduit l'économie mondiale à la récession. https://www.youtube.com/watch?time_continue=1&v=2ONftjZraRY
Olivier Delamarche C'est Cash RT
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C'est Cash, la nouvelle émission économique d'Olivier Delamarche

Un programme animé par Olivier Delamarche en compagnie d'Estelle Farge sur RT France où l'économiste présente sa vision de l'économie mondiale et les scénarios possibles pour l'année 2019, toujours très Cash.  
steen jakobsen
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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…
steen jakobsen
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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,…
steen jakobsen
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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…
steen jakobsen
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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…