Saxo Market Call

Today's slide deck:   https://bit.ly/2IZu9Qw   - 

Today we look at the latest extension of US equities to all-time highs yesterday and look at a number of factors that have us concerned that market sentiment remains stretched on the bullish side. Also a dive into a number of individual equity stories, from FedEx to Vestas and the highly anticipated CoinDesk IPO. Today with Peter Garnry on equities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3gUZRea   - 

Today we run through last night's FOMC meeting and how quickly the market brushed off the initial disappointment that the Fed is not ready to roll out new easing measures this time around. We also look at the surge in Bitcoin as institutional money is getting involved in the space, run through a fresh anti-trust threat against Google in the US, ponder the lack of reactivity in US treasuries after the FOMC meeting and much more. Today with Peter Garnry on equities, Althea Spinozzi  on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3aeJXu3    - 

Today we discuss the significant comeback in US equities yesterday, led by a very strong Apple on its intent to ramp up production or next year.  Also, a look into gross margins and whether they can remain as elevated as they are today given the limitations of the physical world and potential for rising commodity prices. We also discuss silver, crude oil, USDJPY breakdown potential and whether tonight's FOMC meeting could disappoint expectations for more easing. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/2JYGIMG  - 

Today we look at the latest market action, discuss the FOMC meeting and what the market is looking for from the Fed and how sensitive it will prove if it doesn't get what it is expecting. Also, a look at long term investment themes in EM and biotech, uranium-linked equities on fire, whether Robert Shiller is suddenly folding on CAPE over-valuation risks, and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3oTexx9   - 

Today we tease an upcoming Webinar we are hosting tomorrow discussing the prospects for the energy sector from here as this important sector may have reached a kind of absolute low in 2020 from crashing oil prices and investor neglect. We also preview this Wednesday's FOMC meeting, discuss the incredible surge in Disney stock, look at the current high volatility regime, important levels in precious metals, the status on the US dollar and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/2W2Flir   - 

Today we look at the speculative excess in corners of the US market as underlined further by the frothy IPO for AirBnB. Elsewhere, a reassessment of the real risks of a No Deal Brexit as the signs of a stand-off deepen (and even if a "No Deal" means a transition period for the post-Brexit terms). Some commodities are seeing speculative froth as well, particularly iron ore. Much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/37U761U   - 

Today we look at movers and shakers in the commodity market, particularly iron ore, which is tearing higher at an accelerating pace lately. But with so much focus on the US megacap stocks and suddenly the worst day for markets in nearly a month, we spent considerable energy looking into what drove the sentiment shift, in particular the new move by US anti-trust authorities against Facebook. The latest on Brexit, thoughts on the ECB and more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3qIq3NC   - 

Today we look at the continued solid bid in risk sentiment while noting a few signs of extremely stretched sentiment in equity options and especially in Tesla options. Also a look at the strong demand for disaster insurance in GBP options as Brexit crunch time has truly arrived, while Gilts are also heavily bid.. Surging industrial metals are the highlight in the commodity space, while fixed income traders should be fixated on US treasury auctions through tomorrow's T-bond auction. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/36WBSIu  - 

Today we discuss the low volatility that has suddenly hit many markets including equities despite a few pockets with Tesla being one of those stocks that gained another 6% yesterday. We highlight the Tesla surge with the disconnect that is that Tesla is losing ground in Europe, the biggest EV market in the world, to Volkswagen and Renault. More stimulus talks in both the US and Japan, while Europe is finalizing its big Covid-19 stimulus package, had gold galloping yesterday We are also releasing our Outrageous Predictions 2021 today, which this year is called "the Future is Now" and describes an outrageous future and its implications for financial markets. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: https://bit.ly/3mQfjur   - 

Today we look at how global equity markets are priced for perfection, suggesting that any slip-up in the optimistic narrative could lead to considerable new volatility. Also, a look at China's currency trading at new highs overnight, thoughts on sterling post-Brexit, grains, commodity traders' positioning, AirBnB and DoorDash IPO's and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.