Saxo Market Call

It’s time to take some chips off the table

January 22, 2021

Today's slide deck:   - 

Today, we look at whether it is time to take a few chips off the table at minimum on a few signs that the most speculative assets have hit a rough patch, as we question the ability of "story"  and "theme" companies with zero earnings to continue their vertical ascent. Action in the commodities space and positioning there are likewise a headwind for the reflationary narrative at this time. We also take a  look at how to hedge for a possibly correction across markets.. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX. 

Podbean App

Play this podcast on Podbean App