Saxo Market Call

Fresh “everything up” (except US treasuries) surge post-FOMC

December 17, 2020

Today's slide deck: https://bit.ly/3gUZRea   - 

Today we run through last night's FOMC meeting and how quickly the market brushed off the initial disappointment that the Fed is not ready to roll out new easing measures this time around. We also look at the surge in Bitcoin as institutional money is getting involved in the space, run through a fresh anti-trust threat against Google in the US, ponder the lack of reactivity in US treasuries after the FOMC meeting and much more. Today with Peter Garnry on equities, Althea Spinozzi  on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX. 

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