germany

QMG Insight

Just how big or widespread this Volkswagen (VOW) scandal will be is still under scrutiny...What we do know is that based on the latest data we have, German auto producers are one of the least preferred in our autos coverage (Chart 1).. Volume growth looks to have tapered off and... Show More

Livewire News

Bloomberg reports there are five key drivers of the recent bond market sell off (illustrating each with a chart). 1) The oil market – bonds were a favourite place to benefit from oil’s collapse. 2) Inflation – “Inflation in the euro zone stopped falling last month after going negative at... Show More

Saxo Capital Markets Australia

Will Greece leave the ECB? Greece and the ECB are like a married couple on the verge of divorce but staying together because neither can afford to leave the marital home. Greek finance minister Yaroufakis ended a European 'tour' with a meeting with his German counterpart Schaeuble, and no agreement... Show More

Clime Asset Management

Fund manager John Abernethy says RBA deputy governor Guy Debelle was right to warn investors that there are a lot of negatives around that are already spilling from bond to equity markets. Abernethy suggests that the bond market is being perverted by central banks so that the pricing is giving us... Show More

Saxo Capital Markets Australia

The market's so complacent, I want to scream: Steen Jakobsen, Chief Economist at Saxo Bank. Saxo Bank Chief Economist and CIO Steen Jakobsen urges traders and investors to take a serious reality check, pointing out markets have ignored geopolitical risks, ignored the significant slowdown in European growth and at the same... Show More

Saxo Capital Markets Australia

Growth in Eurozone looks like a 'total loss' for 2014: Steen Jakobsen, Chief Economist at Saxo Bank With Eurozone GDP figures out on Thursday, Saxo Bank Chief Economist and CIO Steen Jakobsen says the signs aren't good. While predicting a quarterly growth figure of 0.1%, Jakobsen warns there is also a... Show More

Saxo Capital Markets Australia

Global stocks on the rise, but only just - investment outlook from Saxo Private Bank CIO Teis Knuthsen Global equities rose by 0.7 per cent in April, ending a choppy month with a small gain. Despite the MSCI World Index rising to an all-time high at the beginning of this month,... Show More

Livewire News

The German Economy is hitting its straps. Markit's preliminary composite Purchasing Managers' Index (PMI), which tracks growth in the manufacturing and services sectors and covers more than two-thirds of the economy, rose to 54.3 in November from 53.2 the previous month. November's survey suggests that the German economy has built... Show More