Saxo Market Call

Today's slide deck: https://bit.ly/2Z4Haht  
Today we look at yesterday's late comeback rally in equities as key support was under strain and a linked sell-off in the US dollar that keeps those markets in technical limbo for now. The headline grabber yesterday was the fresh surge in precious metals, with silver taking full part. Elsewhere, we talk US-China tensions, the oil outlook, Covid19 testing issues and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/2y50Pmm  
Today we discuss another weak session for equities yesterday and the proximity of key levels that may indicate a larger breakdown in the market. Also on the agenda, whether the US dollar is set to rise and serve as a possible wrecking ball for risk sentiment as well, a bitcoin focus after its recent rise and the "halving" process and much more on the call. Today with Kay Van-Petersen on bitcoin, Peter Garnry on equities, and John J. Hardy on FX.

Today's slide deck: https://bit.ly/3ct05X5  
Today we discuss yesterday's weak US equity session and the recent tendency for "smart money" late-session sell-offs and ponder the largest rise in the VIX since mid-March. Elsewhere, plenty going on in FX markets with NZD and NOK on the move. Crude oil, gold, today's speech from Powell and much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/2Wm8xSo  
Today we discuss the ongoing divergence in the huge US megacap and speculative tech plays relative to the broader market and wonder where the catalyst is for any eventual change in behavior. We also discuss the US dollar pushing toward a potential break higher and whether this could set the market on edge. US Treasury auctions and crude oil and more on the call. Today with Peter Garnry on equities, Ole Hansen on equities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/2SUadjK 
Today we discuss the ongoing extension of divergences in the US megacap stocks versus the broader market and ponder pivotal resistance this week in the broader S&P 500. We also look at a key week ahead for US treasuries with a series of large auctions of longer term public debt and the implications for the USD, particularly USDJPY. Crude oil, metals and much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.

Slide deck for the presentation: https://bit.ly/2WeWlmd 
Original link to webinar video: https://bit.ly/2SJ2IMn  
Presenter: Saxo Head of Commodities Strategy, Ole Hansen.
The COVID-19 pandemic has caused chaos across global markets, especially among key commodities where supply and demand dynamics have been uprooted. Crude prices have been gutted while gold has reached a multi-year high. In this webinar we return to take stock of recent developments while providing our views on how to navigate the space in these highly volatile times.

Today's slide deck: https://bit.ly/2ysrb1U  
Today we note the interesting pattern of steep sell-offs into the close in US equities and wonder at the source of this selling, even as the subsequent action always seems to yield to dip-buying. A few interesting FX stories in the mix with Norway's central bank's announcement today and TRY and BRL running to new all time lows. Much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.

Today's slide deck: bit.ly/2L1350R
Today we discuss the latest surge in equities and whether we are talking about an incipient bubble forming here. Also, an important discussion of potential equity winners in the wake of the Covid19 crisis, which is supercharging the shift to online presence for companies and economic activity in general. Also a look at the massive crude oil surge yesterday, the German court ruling against the ECB and impact on the euro and much more. Today with Eleanor Creagh on Australia and equities, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.