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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Monday Dec 21, 2020
Covid-19 mutations cast a cloud. We urge general caution.
Monday Dec 21, 2020
Monday Dec 21, 2020
Today's slide deck: https://bit.ly/3mwqV4Q -
The market is starting the week in a different place from where it closed last week, as a new hyper-contagious Covid-19 strain has been discovered in the UK, which is feeling even more isolated as the Brexit negotiation window winds down and travel links are rapidly being cut. Oil is feeling the impact of new virus fears, but the iron ore spike higher actually accelerated. We also generally express concern that equity markets may have run too high, too fast. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.