Saxo Market Call

Bubble stocks churn, broader market surges

August 25, 2020

Today's slide deck: bit.ly/3jdmzyk -
Today we look at the divergence between choppy action in some of the megacap stocks relative to a risk-on surge in the broader market yesterday, one that finally got Europe on board. We also look at key commodities stories and a scramble of Dow components as Apple's representation in the index is set to drop 75% when the stock splits. The "K-shaped recovery", oil, grains and more on the call as well. Today with Ole Hansen on commodities and John J. Hardy hosting.

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