There’s an alarming trend that has historically occurred each time the Federal Reserve has raised rates significantly: Something always breaks. While the recent banking mini-crisis appears well-contained, the risk of further turmoil increases...

Given the real estate sector’s near 40% attribution to global GHG emissions, it is vital that this sector is tackled quickly and robustly. As a result, NGOs, corporates and regulators alike must come together to ensure the rapid and permanent deca...

By Christopher Dembik, Head of Macroeconomic Research at Saxo Christopher Dembik Macron’s 2022 election was often portrayed as the establishment’s last chance to avoid voters turning away from government parties. The least we can say is th...

By François Rimeu, LFAM Strategist, La Française AM The current stress in the banking sector, visible both in the US and in Europe, is bringing back the ghost of the past financial crises and in particular that of 2008. For many reasons, howeve...

The recovery in the average bid price in the European leveraged loan market since October last year may be more technical than it seems, supported by ramping CLO vehicles and a shortage of viable supply in the primary market. Until we see a ...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry The current average EU mortgage rate was 3.1% in January and if the mortgage rate goes to 5% as in 2007 then real estate companies will increasingly spent the majority of cash f...