Saxo Market Call

Today's slide deck: https://bit.ly/33AEDM7  
Today we discuss the ECB's big move into further QE late yesterday, likely aimed most at shoring up confidence in peripheral bonds, the RBA cutting to the lower bound and launching a rafter of other measures, the huge further drop in oil and what, if anything, could stabilize the situation from here. Today with Eleanor Creagh, our chief strategist in Australia, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/2wjWF94  
Today we discussed the EU and US authorities' ongoing attempts to get ahead of the contagion from the coronavirus outbreak into global markets and the economy. Also a great discussion on the drivers of a weaker gold price as real interest rates spike higher. On the call were Christopher Dembik on macro, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/2ITlOKM
Today we discuss the ugly session in the US yesterday as well as the bounce overnight and where we are looking for signs of stabilization as policymakers race to get ahead of the contagion from the virus into the economy and markets. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: (will arrive later)
Today we look at the flurry of actions by central banks at the weekend to get ahead of the contagion across global markets, particularly the Fed's massive 100 bps rate chop and other measures and why these moves have yet to impress markets. A look at gold and possible final resting place for equities on the call as well. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/3cV2URn
Today we try to put yesterday's "Black Thursday" in historical context and look at how the ECB meeting and Lagarde press conference disaster aggravated a market already on the precipice yesterday, as well as what we are looking for the authorities to do next to stem the tide of selling and deleveraging in what has become a "dash for cash" with all assets including gold selling off yesterday. Today's call included Saxo CIO Steen Jakobsen.

Today's slide deck: https://bit.ly/2IHoWcw  
Today we discussed the further market meltdown overnight on the widespread unease triggered by US President Trump's speech on the US administration response to the Covid19 outbreak in the US, increasing signs of deleveraging in the US corporate credit sector, the ECB today and much more.

Today's Special Edition podcast takes a helicopter view of the outlook for the economy and markets from here as markets trade in a manic and back and forth state. We look at everything from the longer term implications of the coronavirus outbreak, the risks of a credit crunch and the massive incoming policy response and how that will shape markets in the coming months and years. This special edition of the Market Call features a full house, including Saxo CIO Steen Jakobsen, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/2vca6HP
Markets are gyrating wildly as first one headline indicates a stimulus announcement before the next one suggests that no stimulus is yet ready. Today we discuss the latest market moves, the Bank of England rate cut and UK government stimulus package, the outlook for energy, coronavirus impact and much more. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.