Saxo Market Call

Today's slide deck: https://bit.ly/3kE3ZR1  - 

Today we look at yesterday's ugly deleveraging move in Europe and the US on the new Covid-19 lockdowns and point out how "safe haven" bonds are not providing any offsetting safe haven premium and where traders might look for long volatility strategies for protection. Also a look into the FX, oil and gold moves yesterday and a preview of the big four US megacaps reporting today after the close of trading. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/2HDIEbU   - 

Today we look at increasingly dicey risk sentiment as Covid-19 lockdowns threaten for Europe and despite strong earnings expectations this week from big US names. In FX, the JPY is rattling its cage and threatening major support in USDJPY and EURJPY, while we wonder if gold expectations as expressed in options positioning are too bullish. Today with Peter Garnry on equities, Ole S. Hansen on commodities and John J. Hardy hosting and on FX. 

Today's slide deck: https://bit.ly/2HBkFtJ  - 

Today we look at yesterday's weak session in both the US and Europe ahead of a huge haul of big earnings reports later this week and after the SAP disaster has taken the DAX down to its 200-day moving average. Also, a look at the shaky sterling outlook, copper and grains, the ANT Group IPO, US election perspectives and more. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3ml8Qab  - 

Markets are in a nervous state as odds shift back and forth on the likelihood of a clean sweep by the Democrats at next Tuesday's US election, the macro event of the year. In the meantime, we have plenty of earnings reports to distract, with a monumental haul of mega-caps up on Wednesday. Today we also have a look at grains and oil and poor SAP outlook taking down the German DAX index in today's trade. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/34j7Op0   - 

Today we look at a tepid session in the US as we continue to await stimulus news, sift through the ugly earnings report from Intel after the close yesterday, ponder the long end of the yield curve in the US and Italy, look at how to hedge a disruptive US election scenario in FX, and walk through US data and upcoming key macro calendar events next week. Today with Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/35oQP3Q    - 

Today we look at a nervy US session as stimulus uncertainty remains and on unsettling accusations of US election meddling. In FX, sterling and the yen caught fire yesterday as the US dollar remains weak. For commodities, we look at the longer term outlook and in equities, we talk Tesla and Snap earnings as both companies smashed it out of the park in Q3. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/2TbYRY   -
Today we look at rising US yields and the important implications, run down the weakening US dollar and the pronounced Chinese yuan strength. A look as well at the weak Netflix earnings report, the anti-trust suit against Alphabet, higher copper prices and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3jisy4q    -
Today we look at a very disappointing session in the US yesterday with the narrative tough to extract as the status of stimulus remains tense and uncertain and in Europe, Covid shutdowns may see a widening impact on confidence. Also today, a look at key earnings stories, AUD and GBP weakness, the latest on grains and much more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.