Frederik Ducrozet, Head of Macroeconomic Research, Pictet Wealth Management. Higher inflation, weaker growth, larger deficits and faster rate hike We are revising our euro area GDP forecast to account for a more severe energy shock and de...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. In his Jackson Hole speech, Fed chair Jerome Powell stood by his hawkish monetary policy stance, despite the below-consensus rises in US consumer prices (core PCE), personal...

By Peter Garnry, Head of Equity Strategy, Saxo Bank Peter Garnry Consumer discretionary stocks were part of the winners since the Great Financial Crisis, but with rising interest rates and soaring energy costs the consumer is getting taxed...

Food and energy will be at the center of our crisis years By Peter Garnry, Head of Equity Strategy at Saxo Bank If central banks focus too much on core inflation a big mistake might be the outcome. Food and energy will be at the center ...

Brent crude oil now trades back above its 200-day simple moving average with the next key upside hurdle being an area below $102.50 per barrel. By Ole S. Hansen, Head of Commodity Strategy at Saxo Bank Crude oil’s bounce from a six-mont...

By Peter Garnry, Head of Equity Strategy, Saxo Bank Financial conditions loosening over the past six weeks were a natural evolution of the US economy improving in July, but the Fed is poised to hike potentially 75 basis points at the Septe...