As inflation expectations continue to rise, it is crucial to understand how to hedge against it. In this page, we look at Treasury Inflation-Protected Securities (TIPS) and explain what they are and what are the risks involved in trading with them. Given the extraordinary times we are living in, Saxo...
A brief history of inflation as a monetary and political phenomenon
Since COVID-19, we have seen a series of upside surprises in inflation data, notably in emerging markets and in food prices, that mostly reflect the major imbalances related to the pandemic and the global lockdown. However, we cannot rule out the risk of inflation overshooting in the coming years due...
ECB Preview: More is better
We are onboard with consensus expecting no policy change at that meeting. However, given the deteriorating situation on the pandemic front and the implementation of further restrictions, the central bank is likely to adopt a more dovish stance, thus opening the door to further accommodative measures by year-end.In our view,...
FX Update: GBP resurgent, TRY hits new low on failure to hike rates.
The US dollar has refused to stay down after its latest sell-of yesterday, while broad JPY strength remains. The key focus since late yesterday, outside of the sudden jolt higher in the JPY, is the huge bounce-back in sterling as the EU and UK resumed talks in London today. We...
GBPJPY is approaching support, potential bounce
Price is approaching our support in line with our ascending trend line , horizontal pullback support, 50% fibonacci retracement and 100% extension. Ichiomku cloud is showing signs of bullish pressure in line with our bullish bias.
GBPJPY is approaching support, potential bounce
Price is approaching our support in line with our ascending trend line, horizontal pullback support, 50% fibonacci retracement and 100% extension. Ichiomku cloud is showing signs of bullish pressure in line with our bullish bias.
Snap’s explosive growth and a Tesla surprise
Snap and Tesla both delivered positive surprises yesterday bolstering the growth vs value trade. We take a look at both results and what it means for the two companies.US earnings continue to surprise to the upside with S&P 500 Q3 earnings so far up 17% q/q although still behind consensus...
XRPUSD testing upside confirmation, more upside !
XRPUSD testing upside confirmation, more upside ! Thanks everyone for tuning in to today's analysis . If any part of this video is unclear, please ask me for in the comment section below. If you found today's video useful in any way, please "like" this video and leave a comment...
XRPUSD testing upside confirmation, more upside !
XRPUSD testing upside confirmation, more upside ! Thanks everyone for tuning in to today's analysis . If any part of this video is unclear, please ask me for in the comment section below. If you found today's video useful in any way, please "like" this video and leave a comment...
Podcast: US market at pivotal levels, TSLA smashes it out of the park
Today we look at a nervy US session as stimulus uncertainty remains and on unsettling accusations of US election meddling. In FX, sterling and the yen caught fire yesterday as the US dollar remains weak. For commodities, we look at the longer term outlook and in equities, we talk Tesla...