Saxo Market Call

US long yields pop to new top

February 4, 2021

Today's slide deck:   -

Today a look at the new high for the cycle in the longest US yields, Green Transformation theme stocks, thoughts on inflation and the carbon credit scheme in the EU as prices reach a record high there, a look at the prospects for Italy now that Draghi likely set to become next PM, the important of today's BoE meeting as they will have to send a signal one way or another on their attitude toward negative rates, a look at JPY drivers and more. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income,  and John J. Hardy hosting and on FX.

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