News and Views

Bullish on China growth not stocks

Brenda Hentschel | @brendahentschel
Wednesday, 13 May 2015 | 2:19 PM ETCNBC.com

Investors observe stock market at a stock exchange corporation on April 17, 2015 in Jiujiang, Jiangxi province of China.

The latest read on the Chinese economy may show it is still losing steam but according to SAFANAD Chief Strategist, John Rutledge, the PBOC easing over the […]

May 31st, 2015|

Bond sell-off to end deflation?

Dr. John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on 12th May 2015. John discussed the decline in bond prices and the effect this will have on the economy.

May 13th, 2015|

Santelli Exchange: Open market operations and China’s growth

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on a new show – CNBC’s Santelli Exchange, on Tuesday, April 21st. John joined CNBC’s Rick Santelli to discuss open market operations and China’s capital outflows.

April 22nd, 2015|

Economy soft, look to Europe short-term

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Power Lunch on Monday, April 6. John discussed his global market strategy noting it is more interesting to make equity bets in the euro area in the short-term.

April 22nd, 2015|

Markets witnessed Taper Tantrum 2.0

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on Tuesday, March 10. He discussed factors attributing Wall Street’s declines to rising fears that the Fed will raise interest rates sooner rather than later.

March 11th, 2015|

Volatility masked positive performance

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC’s Closing Bell on Thursday, February 12 for the full hour of the show. He discussed factors impacting current market conditions, with CNBC contributor Carol Roth; FM trader Tim Seymour and CNBC’s Sharon Epperson.

March 5th, 2015|

Why US bonds rose after Fed statement – CNBC Asia Part 2

John Rutledge, Safanad’s Chief Investment Strategist, appeared twice on CNBC Asia – in the second piece, he and Sebastien Galy, Senior Currency Strategist at Societe Generale, discussed the rally in the U.S. bond market after the Fed’s policy statement

March 4th, 2015|

US is the ‘prettiest girl at the dance’ – CNBC Asia Part 1

John Rutledge, Safanad’s Chief Investment Strategist, appeared twice on CNBC Asia – in the first piece he discussed U.S. stock markets are where investors should be placing their bets, on the back of a strengthening economy.

March 4th, 2015|

Low oil = market headwind?

John Rutledge, Safanad’s Chief Investment Strategist, appeared on CNBC’s “Street Signs” on Monday to discuss how to play the downward spiral in oil.

March 4th, 2015|

10-15% rise for Wall Street by end of 2015

John Rutledge, Safanad’s Chief Investment Strategist,  appeared on CNBC Asia’s “The Rundown” on Thursday, to discuss his expectations of  higher loans and improving jobs numbers to propel U.S. growth in 2015, likely boosting stock markets.

March 4th, 2015|