Steen Jakobsen
Chief Economist & CIO
- @Steen_Jakobsen
RT @jendeben: NEWS: Secretary Ross tells me new rules that would further restrict U.S. sales to Huawei "will come out near-term." Industry…
- @Steen_Jakobsen
RT @saxobank: As Q1 gets underway, is the market already chanting: “Fiscal expansion, fiscal expansion, MMT, MMT!”? https://t.co/t3UshpfT49…
- @Steen_Jakobsen
RT @johnjhardy: Today's Market Call podcast - talking ongoing virus fallout, ECB wrap, sterling prospects, equity earnings and valuations a…
- @Steen_Jakobsen
RT @saxobank: Have we reached “the point of no return”? Watch our CIO @Steen_Jakobsen introduce Saxo’s Q1 2020 Outlook. https://t.co/LfsYkg…
- @Steen_Jakobsen
RT @TheHKGroup: Jim Bianco: Federal Reserve’s Repo Market Fix Is No Fix at All https://t.co/2LS6dH6i4z via @biancoresearch @bopinion
- @Steen_Jakobsen
RT @jessefelder: 'Low interest rates like this is Universal Basic Income for rich people.' https://t.co/rRur6ky8xg
- @Steen_Jakobsen
RT @onlyyoontv: 7 cities now under lockdown in #China due to #WuhanCoronavirus. All near Wuhan. 12mln more people restricted from traveling…
- @Steen_Jakobsen
RT @bcaresearch: A sudden flare-up in inflation would prompt an abrupt tightening in liquidity conditions that would be lethal for the econ…
- @Steen_Jakobsen
RT @johnjhardy: As @AndreasSteno points out, the US yield curve has to steepen to get USD lower - if long yields continue to refuse to rise…
- @Steen_Jakobsen
Our Q1 Outlook is out! The Great Climate Shift - the team has done a great job trying to look at how climate could… https://t.co/hAl30eoR1y
- @Steen_Jakobsen
RT @htsfhickey: Heard rumors about Huawei (world's largest telecom equipment maker) stockpiling "up to a year's worth of foreign supplies."…
- @Steen_Jakobsen
RT @FerdiGiugliano: The failures of the 5 Star-Democrat government in Italy 🇮🇹 have been remarkable. Whatever happens this weekend in Emili…
- @Steen_Jakobsen
RT @Schuldensuehner: Renowned historian Niall Ferguson gives Chancellor Merkel devastating testimony in interview w/@welt. She will go down…
- @Steen_Jakobsen
RT @crescatkevin: Boeing. Everyone wants to buy the dip, but it’s still trading near its highest EV to sales ever. It could be the Enron sc…
- @Steen_Jakobsen
RT @johnjhardy: Today's Market Call podcast, talking commodities, 2020 high for USD, Bank of Canada and much more -> https://t.co/eeMIZin7m…
- @Steen_Jakobsen
RT @Ole_S_Hansen: Exchange-traded funds and notes tracking food #commodities continue to climb after hitting a decade low last September. E…
- @Steen_Jakobsen
Seems the February is “official’ date while November 2002 saw early warnings https://t.co/zy4KZDfpm9
- @Steen_Jakobsen
SARS epidemic hit ASIA in February 2003 and lasted six month... https://t.co/fwtjLwEvmT
- @Steen_Jakobsen
RT @FinancialTimes: China has confirmed the first cases of human-to-human transmission of the new Sars-like virus as hundreds of millions o…
- @Steen_Jakobsen
RT @ChinaDaily: Wild animals are likely to be the origin of the new #coronavirus that has caused a pneumonia outbreak in Wuhan, Hubei provi…
- @Steen_Jakobsen
RT @YuanTalks: Stocks of restaurants and airlines are getting hit for another day by the outbreaks of the SARS-like virus as investors are…
- @Steen_Jakobsen
RT @MariamYinusa: Netherland’s exports of agrifood products alone was US$90 billion in 2018. Nigeria’s crude oil exports (which accounts fo…
- @Steen_Jakobsen
RT @trevornoren: "Forward P/E for the S&P 500 at the highest level of the bull market" https://t.co/YG0H9u32KM https://t.co/NYOQedQOn6
- @Steen_Jakobsen
RT @ProfFeynman: "Mathematics is the language in which God has written the universe." -- Galileo Galilei (1564 - 1642) 🧠 https://t.co/vSeo…
- @Steen_Jakobsen
RT @petergarnry: Our equity note on the oil and gas industry as natgas went below $2 today and restructurings are on the rise... #equity
- @Steen_Jakobsen
RT @BittelJulien: Consensus is looking for 1.8% US Real GDP growth in ‘20 w/ mkt pricing close to new cycle highs. Meanwhile, my survey bas…
- @Steen_Jakobsen
RT @goal: Madness in the Turkish second tier 😲 Usakspor keeper Ersin Aydin saves a 90th min pen 💪 But he's booked for coming off his line…
- @Steen_Jakobsen
McDermott Is Said to Prepare for Bankruptcy as Soon as Next Week https://t.co/veVTYvbn5q
- @Steen_Jakobsen
RT @dylangrice: hormesis is a bioprocess where organisms gain from small doses of stress/toxin fatal in large doses fasting(calorie stress…
- @Steen_Jakobsen
RT @LukeGromen: Why is the Fed considering lending cash directly to hedge funds? Here's a little hint: In September, the Cayman Islands (…
- @Steen_Jakobsen
Interview onCNNMoney Switzerland/talking about: trade deal, TINA and REPO market .... https://t.co/DntTGgHrkT
- @Steen_Jakobsen
@AndreasSteno Global Times( China today) If the US sells its products by force, and the Chinese government buys use… https://t.co/xTboyEqmIx
- @Steen_Jakobsen
US faces pressure to increase exports - Global Times// interesting look behind phase 1 deal as seen from China - WT… https://t.co/zBAigxnMw2
- @Steen_Jakobsen
RT @4Awesometweet: Moody’s: Students have all but stopped repaying $1.6T in student loans. Total: $1.6T +200% in the last decade and +3…
- @Steen_Jakobsen
RT @opinion_joe: The modern emphasis on shareholder value has been ruinous to companies, employees and the country. Boeing is a classic exa…
- @Steen_Jakobsen
RT @Trinhnomics: GOT RICE??? 🍛🍚🍙 Thailand, #2 exporter of rice (India #1), expects volume to fall massively (India got a drought problem t…
- @Steen_Jakobsen
@rossfmcintyre When VAT was introduced in Denmark in 1967 it was a ‘temporary measure’ now its 25% :-)
- @Steen_Jakobsen
WEF-Risiken-Report: Erstmals nur grüne Themen unter den fünf größten Gefahren für die Welt https://t.co/dLt3bkod9X via @welt
- @Steen_Jakobsen
RT @Schuldensuehner: World’s 5 biggest long-term risks are all environmental for the first time ever, @wef report highlights. Group sounds…
- @Steen_Jakobsen
WEF-Risiken-Report: Erstmals nur grüne Themen unter den fünf größten Gefahren für die Welt https://t.co/9rEB9vJlEe via @welt
- @Steen_Jakobsen
RT @BChappatta: Was just on @BloombergRadio reacting to an exclusive interview with Dallas Fed's Robert Kaplan. These headlines caught my…
- @Steen_Jakobsen
RT @NatureCustom: Materials scientists found an inexpensive material, made from tungsten disulfide flakes, that helps improve the performan…
- @Steen_Jakobsen
RT @LukeGromen: "Can Central Banks fight Climate Change?" - IMF If one believes climate chg is man-made, then all CB's would have to do to…
- @Steen_Jakobsen
Biggest asset managers attacked over role in climate change // missed this one ... https://t.co/cQ8AeTF12r
- @Steen_Jakobsen
RT @jessefelder: 'Before he died last year, Bogle wrote that if index funds owned more than 50 per cent of the stock market it would not “s…
- @Steen_Jakobsen
One day when we leave ‘TINA’ behind market will wake up to a massive ‘surprise’ - US structural growth is collapsin… https://t.co/25a25f2z96
OP 2020: The sudden arrival of stagflation rewards value over growth
Steen Jakobsen
Chief Economist & CIO
Macro Digest: The UK General Election finally agreed, Brexit not so much
Steen Jakobsen
Chief Economist & CIO
The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/legal/disclaimer/saxo-disclaimer)
- Full disclaimer (https://www.home.saxo/en-mena/legal/disclaimer/saxo-disclaimer)