By prof. Dr. Jan Viebig and Laurent Denize, Global Co-CIOs at ODDO BHF Financial markets got off to a good start in 2023. Since the beginning of the year, the broad US stock index S&P 500 has risen by more than 8% in US dollar terms and the...

Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions & Patrick Zweifel, Chief Economist Pictet Asset Management. The sudden re-opening of China's economy has caused fresh uncertainty among fixed income investors alread...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry The earnings and outlook from Alphabet and Amazon were not impressive and investors pushed the shares of these companies down in extended trading weighing on Nasdaq 100 futu...

By Ole S Hansen, Head of Commodity Strategy at Saxo Ole Hansen The energy sector, having recently gone through a long-liquidation phase from overeager hedge fund bulls, received a bid after Russia, faced with a sanctions related drop in de...

By François Rimeu, Senior Strategist, La Française AM Commodity prices are of utmost importance this year, and especially energy prices. Oil and gas prices have been coming down significantly over the last 6 months, helping inflation to come ...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry The US January CPI report shows that core inflation across different measures including the US Services core inflation excluding energy actually rose in January remaining stubbo...