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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
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Thursday Nov 05, 2020
Thursday Nov 05, 2020
Today's slide deck: https://bit.ly/2I9W2Vw -
Today we look at the enormous US equity and bond market rallies yesterday and try to frame what is going on as a collapse in volatility after the apparently over-anticipated US election event - which nonetheless is being hotly contested by President Trump. We delve into FX and Commodity market reactions as well. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.