http://www.saxobank.com Saxo Bank Analysis feed en-us http://www.saxobank.com/img/common/saxobank.gif http://www.saxobank.com// 71 52 http://www.saxobank.com/?id=582 Lowest housing turnover in 16 years in New Zealand. Australia Home Loans data suggest rapidly slowing housing market. Mon, 12 May 2008 07:25:06 John Hardy Forex Market Update Saxo Bank Analysis http://www.saxobank.com/?id=2161 Oil flies from record to record further away from fundamentals. Fri, 09 May 2008 12:12:05 Serge Laureau Weekly Commodity Update Saxo Bank Analysis http://www.saxobank.com/?id=394 Equity Daily Fri, 09 May 2008 09:40:54 Christian Tegllund Blaabjerg Equity Daily Update Saxo Bank Analysis http://www.saxobank.com/?id=394 With risk aversion picking up, stocks look to close the week, in a weak fashion Fri, 09 May 2008 08:07:37 Christian Svendsen Equity Market Update Saxo Bank Analysis http://www.saxobank.com/?id=1633 Fixed Income in strong rally. CHF and JPY strengthening. Stocks Uninspiring. Crude Oil towards $125. Fri, 09 May 2008 06:32:28 David Karsbøl Wakeup Call Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=14817 The risks for US yields may be to the upside, despite the frantic Fed easing. Wed, 13 Feb 2008 15:30:24 John Hardy The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=14009 Many red flags out there could mean trouble ahead for risky assets. Fri, 19 Oct 2007 15:17:19 John Hardy The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=13838 As fears of the lending crises in the US turning into a potential slowing of global economic activity grow, Emerging Markets look better prepared than in the past to face such troubles. Wed, 03 Oct 2007 13:01:38 Antero Atilla The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=11857 2007 could prove another difficult year. If new fiscal measures could not meet government targets on narrowing the fiscal deficit, the HUF could depreciate sharply, triggering interest rates rise. Tue, 20 Feb 2007 14:52:34 Egemen Kaya The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=11437 2006 was a year with rapid growth despite political turmoil. Continued growth in investment and productivity makes the case for a favorable PLN in 2007. Thu, 11 Jan 2007 10:17:49 Egemen Kaya The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=1157&PubNO=11334 The quest for meaningful scaling and commodisation of a commonly used performance measure. Fri, 22 Dec 2006 10:20:35 Jeffrey Lins Forex Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=11210 The SARB hiked rates 50 bp today leaving South African interest rates at 9.00 pct. Despite this backdrop and ZAR's recent strong run, we believe ZAR will weaken considerably from here. Thu, 07 Dec 2006 14:10:01 Saxo Bank Strategy Team The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=10834 Will the Democrats gain control of the Senate or will the Republicans retain their seats? The race for the Senate is key to what effects the elections will have on the financial markets. Tue, 07 Nov 2006 13:33:30 Saxo Bank Strategy Team The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8922 Sell US10Y's, watch out for EUR/USD. Sell European auto makers... Wed, 10 May 2006 12:45:50 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8476 What we expect the Fed and the markets to do. Tue, 28 Mar 2006 11:22:24 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8188 The market unanimously expects the ECB to hike rates by 25 bps. to 2.50%. But what happens next? Thu, 02 Mar 2006 12:13:14 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8157 The market is getting positioned for a strong US GDP revision and good Canadian GDP figures. The surprise side is USD and CAD lower. Tue, 28 Feb 2006 12:05:28 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8148 Big Asian Data Cluster Tonight - Expect more JPY strength on better than expected figures in Japan overnight. Mon, 27 Feb 2006 15:36:18 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8034 The price action in fixed income has been subdued lately. With global fixed income rather close to key support levels, we could see a massive move lower, once Bernanke opens his mouth. Wed, 15 Feb 2006 12:28:15 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=8011 A pivot point to sort out a massive disconnect between the fixed income market and the current US fundamentals Tue, 14 Feb 2006 12:38:23 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=7868 ECB Rate Decision (and press conference), US Nonfarm Productivity, US Unit Labor Costs Thu, 02 Feb 2006 10:41:20 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=7837 Scalp the USD strength with a one-week EUR put USD call option. Tue, 31 Jan 2006 10:50:27 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=7530 Our take on the major markets for the coming year. Fri, 30 Dec 2005 13:56:52 Saxo Bank Strategy Team The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=6155 The Fed will not indicate a pause. Interest rate expectations are going higher. Tue, 20 Sep 2005 12:41:32 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=5665 We expect a worse number than the market, but reactions will probably be subdued, unless there is a big surprise. Wed, 24 Aug 2005 11:57:40 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=5340 July-2005 Fri, 05 Aug 2005 11:59:24 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=5187 The strong, positive sentiment in the US will support the USD, US stocks and stocks in the rest of the world. But long-term debt should suffer, as should high-yielding currencies used in Carry Trades. Thu, 28 Jul 2005 15:28:22 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=5121 Some thoughts on the market reactions. Fri, 22 Jul 2005 12:20:49 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4926 Where the biggest money is made... Mon, 04 Jul 2005 14:25:39 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4564 EURUSD, option strategy and stocks Fri, 03 Jun 2005 12:09:24 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4487 Where the biggest money is made. Fri, 27 May 2005 09:55:44 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4342 Widening credit spreads may trigger a panic if hedge funds and prop trading desks are forced to liquidate their positions. Tue, 17 May 2005 11:07:08 John Hardy The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4255 Our expectations and some likely target levels in EURUSD and US 10-year Treasuries. Fri, 06 May 2005 11:53:20 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4191 For the meeting tonight Tue, 03 May 2005 12:48:50 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=4032 Where the biggest money is made. Wed, 20 Apr 2005 15:01:24 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=3884 Short 10-Year Treasuries the next two trading days. Fri, 08 Apr 2005 12:34:56 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=3497 Where the biggest money is made. Wed, 09 Mar 2005 14:58:00 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=2875 Where the biggest money is made. Fri, 21 Jan 2005 10:23:27 David Karsbøl The Global View - Special Report Saxo Bank Analysis http://www.saxobank.com/?id=682&PubNO=2703 Stay long dollars over the Nonfarm Payrolls number. Fri, 07 Jan 2005 12:19:16 David Karsbøl The Global View - Special Report Saxo Bank Analysis