Saxo Market Call

Today's slide deck: https://bit.ly/37n1iiS    - 
Today we take a look at the optimistic start to the week after a weak close on Friday, talk the ongoing earnings season - especially interesting plans from IBM as it reports today, discuss AUD downside potential, and look at the importance of US stimulus prospects. We also have a a look at the latest shifts in commodities positioning. Today with Peter Garnry on equities, Ole Hansen on equities, and John J. Hardy on FX.

Today's slide deck: bit.ly/2FxirLd -
Today a look at another weak session for US equities, but certainly not for Zoom, as options day-traders feasted on yesterday's volatility. Elsewhere, a look at a worrying jobless claims report, the latest status for key US dollar pairs and more. Today with John J. Hardy hosting.

Today's slide deck: bit.ly/3j48B18 -
Today we look at the fresh slide in the US equity market and concerns that stimulus wont be forthcoming before the election, have a look at FX stories driving GBP volatility and AUD weakness, and focus on European sovereign debt, as Italian bonds have been the trade of the year for more liquid sovereign bonds and where the longest BTPs could be set for further outperformance if the EU is indeed having its "Hamilton moment". Today with Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.

Today's slide deck: bit.ly/3lDu6rg -
Today we look at signs of nervousness beneath the surface in the US equity market, have a look at the resurgence in the US dollar and whether there is more strength to come, particularly against heavy EUR long positioning, talk gold, US and Italian yields, and especially the focus on sterling as Boris Johnson's Brexit negotiation deadline looms into view tomorrow.

Today's slide deck: bit.ly/2Im6FV3 -
Today we look at the US equity market getting more than a bit frothy again and ponder whether the pace of the gains could be destabilizing as it was for a time after the late August run-up. Also a look at important currency, commodity and equity developments as earnings season is set to get under way in the US in earnest today. On the call today were Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/2SLCZCP   - 
Today we look at the very positive market sentiment as traders bet on incoming US stimulus even after the latest talks between the Trump administration and the Democrats failed to result in agreement. We also look at rising grain prices, preview the week ahead as US earnings season gets under way in earnest this week and much more. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.

In this special edition podcast, the Saxo Strats team takes you through the key points of our Q4 Outlook, including a particular focus on the US election and what is at stake for global markets over this election and as we peer into 2021. The focus is on portfolio allocation, the risk of a secular shift in inflation to the upside, and the implications of the K-shaped narrative on policy and markets. On the podcast are Saxo CIO Steen Jakobsen, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: bit.ly/3nuPwIV  -
Today we look at the positive mood in the US equity market and the narrative driving that mood around stimulus prospects and whether the market's complacent stance is justified. We also look into the global grain market supply situation as wheat hits five year highs, contrast US and European small cap performance and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.