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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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Tuesday Dec 01, 2020
Mood rips back to positive on first day of month, Moderna flies
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Today's slide deck: https://bit.ly/3mqgG2L -
Today we look at the whiplash-inducing shift from yesterday's last-day-of-the-month sell-off to a surge in equity futures and Asian markets overnight, perhaps on the clean calendar month start, but also on strong manufacturing PMIs in Asia and on Moderna's request for emergency authorization to roll-out its vaccination in just a few weeks' time. Elsewhere, a look at inflation-protected treasury out-performance in the US and the ongoing squeeze in EU peripheral spreads, the US dollar and Fed Chair Powell out speaking today and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.