Saxo Market Call

Today's slide deck: https://bit.ly/3839l0X  
Today we look at the latest market meltdown overnight and the escalation of coronavirus new driving it - as well as how safe haven trades aren't performing as they normally do - making this market particularly dangerous for an acceleration of volatility as trillions in AUM are managed under what may prove faulty principles. Today with host John J. Hardy.

Slide deck: bit.ly/2vhxC6c
Commodities have witnessed a volatile beginning to 2020 with geopolitical tensions and trade deal optimism being completely overshadowed by the biggest demand shock since the global financial crisis. In this 45 min February edition we take a closer look at the Covid-19 impact as well as the outlook for key commodities from crude oil and copper to gold and agriculture.

Today's slide deck: bit.ly/2Vp91XU
Today, with Saxo CIO Steen Jakobsen, we run through how the market is beginning - and possibly only beginning - to grasp the ongoing impact from the coronavirus outbreak, both from an economic and market perspective. A great conversation today with Steen. Also on today's call, John J. Hardy on currencies.

Today's slide deck: bit.ly/2HUKq5i
Yes, statistically it has paid to buy ugly Monday meltdowns - "since 2009" as so many have stated, but we remain very cautious here as market regimes always change at some point and we see few reasons to signal the all-clear in these markets. Today's episode with Ole Hansen on commodities and John J. Hardy on FX and Macro.

Today's slide deck: bit.ly/3ccKriW
Today we talk about the aggressive contagion across all markets from concerns that the coronavirus fallout will continue to expand after a worrisome weekend. We also round-up additional stories that unfolded ahead of and during the weekend that are adding to negative sentiment at the margin. Today with Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/2HGV5R1
Today we discussed whether the market is finally catching onto the risks of a more profound and sustained impact to economic activity from the coronavirus outbreak, conflicting US data, how to trade a longer term EURUSD rally and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Find graphics related to today's podcast on Twitter @saxomarketcall
Today we discuss one of the biggest moves in USDJPY based on average-trading-range in 20 years and the implications for markets. We also discuss the equity rally, that is detaching from fundamentals, oil, gold, luxury stocks, earnings and the Democratic debate last night. Today with Ole Hansen on commodities, Peter Garnry on equities and Steen Jakobsen on macro.

Find graphics related to today's podcast on Twitter @saxomarketcall
Today we discuss how the market can't even maintain a single full session of risk-off and what is driving the market higher again, and why gold is at an all time high versus a rising number of currencies. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.