Saxo Market Call

Quantquake 3.0, Trump non-concession risk, China moves against monopolies

November 11, 2020

Today's slide deck:   -  

Today we look at the ongoing complex reaction to the possibility that an efficacious Covid-19 vaccine may roll out in the coming year, the markets violent internal adjustments to that possibility and other interesting stories, especially when and whether Trump will ever concede and when the market starts to fret on that front, China's move against some of its monopolies, the RBNZ moving away from signaling a negative rate policy, gold, oil, and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

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