united states

Saxo Capital Markets Australia

How do we explain Donald Trump’s rise, the risk of a Brexit, the fact that Marie Le Pen stands a good chance of becoming France's next president, and the general situation of a political world in which all incumbents appear ready to be knocked off their stools? Simple, Dr. Watson!... Show More

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QMG Insight

US steel tube and pipe manufacturing remains one of the weakest products across QMG's coverage universe: volumes (down -53% yoy), pricing (down -13% yoy) weak, costs increasing at +13% yoy, pressure on both revenue and margins....most highly correlated equity that we have mapped to this product group is Tenaris (North... Show More

Saxo Capital Markets Australia

Will the US Fed hike rates next week despite the warnings of an Emerging Markets crisis? Saxo Capital Markets Asia Macro Strategist Kay Van-Petersen says it will. The main reason, he says, is the strength of the labor market in the United States. Last Friday the Labor Department revealed that... Show More

QMG Insight

Each month QMG runs a fact based research model over vast quantities of statistical data collected from government agencies. Our data-driven approach produces factual observations across 3 key drivers of corporate profitability – price, cost and volume. We have just completed our review of the July 2015 data from the... Show More

Saxo Capital Markets Australia

Greece’s seeming descent into chaos at the end of the 2Q has fashioned an intensely uncertain framework casting markets at the mercy of headline risk. It is with that ever-changing caveat that Saxo Bank, the parent company of Saxo Capital Markets, has published its Q3 Outlook. Saxo’s investment outlook for... Show More

Saxo Capital Markets Australia

There are times for risk-on, go big or go home, and times for risk-off and play defence. Kay Van-Petersen (KVP), Asia Macro Strategist at Saxo Capital Markets, says “this is a time to play defence”. The theme of the moment is that there is an awful lot of uncertainty in... Show More