By Peter Garnry, Head of Equity Strategy at Saxo Both JPMorgan Chase and Wells Fargo negatively surprised the market with a worse than expected net interest income outlook and bigger than estimated credit provisions pulling S&P 500 f...

By Ole Hansen, Head of Commodity Strategy at Saxo Ole Hansen Gold’s price action and gains during the past week has in our opinion showed us the correct direction for 2023, but while the direction is correct, we believe the timing could be...

Quick Takes on Capital Markets: Recession watch: tick tock, tick tock , Seema Shah, Chief Global Strategist at Principal Asset Management Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic out...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. After a difficult 2022, we would like to wish all our readers a prosperous 2023. Indeed, the first full week of the year saw markets in risk-on mood thanks to data that he...

How Europe plans to manage its energy needs By Michael Rae, Global Energy Analyst, M&G Investments Michael Rae In the face of declining Russian gas exports, it appears Europe may have managed to store enough gas reserves to see out ...

By Peter Garnry, Head of Equity Strategy at SaxoPeter Garnry The Chip War is on and we expect more policy headwinds with tax incentives as the key driver which will end up being positive for shareholders. The semiconductor indu...