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From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
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Friday Nov 20, 2020
Friday Nov 20, 2020
Today's slide deck: https://bit.ly/3kNtwXd -
Today we look at reflationary narrative and how it is holding up - or not, especially in the US treasury market, where the longest yields continue to fall. Also a look into the implications of US Treasury Secretary Mnuchin pulling the plug on emergency Fed lending programs, signs of stress in Chinese corporate debt, a fresh look at EV stocks like Tesla, NIO and Nikola and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.