Saxo Market Call

Trump tests positive for Covid-19, hitch in reflation narrative

October 2, 2020

Today's slide deck:    -   
Today we look at the shock news this morning that US President Trump and his wife have tested positive for Covid-19 and sift through the market reaction, as well as the huge drop before that shock news in copper prices in particular and the tactical challenge that provides for the reflationary narrative. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hosting and on FX.

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