Saxo Market Call

Today's slide deck: bit.ly/2DADlYM -

Today we look at US equities pulling to new highs for the cycle, while volatility indicators continue to signal a reluctance to get too complacent. Europe also posted a solid comeback. We also look at enormous price hop in Natural Gas yesterday in the US and possible takeaways of interest, take status of the US dollar, strength in various equity themes and much more. today with Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: bit.ly/2DpHIpk  - 
Today we look at the large divergence in the performance of US and European equities last week and the drivers of that divergence. In currencies, we check in on the status of the US dollar after a forceful comeback attempt on Friday, particularly decisive for USDJPY. A look at individual equity stories of note and the drivers of the recently sharply weaker ruble also in focus. Today with Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/39H4JQw  - 
Today a look at the blowout earnings reports from the four US megacaps Apple, Alphabet, Facebook and Amazon yesterday, while noting the strong divergence in US and European equity markets yesterday, as well as the cognitive dissonance of watching US 10-year yields edge towards record lows on safe haven bond strength and lack of supportive backdrop for the weak USD narrative at the moment.  Today with John J. Hardy.

Today's slide deck: bit.ly/30UZmcE -
Today a look at the rather indifferent FOMC meeting, even if important themes were discussed by Powell during the presser. Elsewhere, the standoff between the Trump administration and Congress on further stimulus is the chief concern of the moment, with equity traders zeroing in on today's mother lode of earnings reports from Apple, Alphabet, Amazon and Facebook. Today with John J. Hardy.

 

 

 

 

Today's slide deck: https://bit.ly/2Eo3WZe  -  
Today we look at the solid move lower in the US dollar, with particular focus on USDJPY and USDCHF, but also whether AUDUSD is decoupling from risk appetite swings. More on the latest precious metals gyrations, equity technicals, key earnings and the FOMC on tap and much more. Today with John J. Hardy.

Today's slide deck: bit.ly/2DelgPK

Today we look at the disconcerting air pocket in precious metals overnight in the wake of another strong advance, talk US earnings season, US equity market technicals, the US dollar and more. Today with John J. Hardy.

Today's slide deck: https://bit.ly/39vXFGj 
Today we look at the factors driving gold to an all-time high and discuss the heady cocktail of event risks this week as US markets face a blitz of earnings reports, questions over the next round of fiscal stimulus loom, and geopolitical tensions are heating up. Markets are at technically pivotal levels as well after a stumble last week. Today with Saxo CIO Steen Jakobsen and host John J. Hardy, Saxo Head of FX Strategy.

Today's slide deck: bit.ly/30dOGW5
Today we look at the S&P 500 and German DAX both poised right on resistance, while megacap, single-stock gyrations are cause for concern for the Nasdaq 100 index. It's all looking very pivotal for equities, commodities and the USD over the next few sessions technically and over the next seven trading days through the end of next week on the earnings release front. Today with Ole Hansen on commodities and John J. Hardy on FX.