Saxo Market Call

Today's slide deck: bit.ly/3iwEzDR -Today we looked at yesterday's positive equity market session in the US after a key support zone has been established and tested for the major indices. We also drill down to discuss key earnings reports, especially the high-flying Adobe set to report today. In FX, a focus on the US dollar and especially the massive new surge in Chinese yuan strength. In commodities, we highlight platinum. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/33o1wTi -Global equities are rebounding on the comments from Pfizer CEO that the company could provide a vaccine to the American public as soon as before New Year. Nasdaq 100 futures are up 1.8% in early European session. We also talk about the flattening of the US yield curve, Nvidia's $40bn acquisition of the chip-design company Arm, Oracle apparent front-position in the race to get TikTok's US business, Nikola's horrible Friday session off a weak rebuttal of recent fraud and deception claims. Finally we talk about Moody's credit downgrade of Turkey and its wider implications for Turkish asset and emerging markets in general. Today with Peter Garnry hosting and on equities, and Althea Spinozzi.

Today's slide deck: https://bit.ly/35lGxTQ    - Today we look at what appeared an ominous US equity market close yesterday before the sudden improvement in sentiment this morning. Also in focus, market scrambling to price in mounting hard Brexit risks, platinum deserves a look, EURUSD can't make up its mind and the important US CPI release is on tap later today. Today with Peter Garnry hosting and on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/3hg5Vga -Today we look at the strong market bounce in the US, but note some very interesting exceptions, look at what today's ECB meeting will bring, talk oil and Chinese commodity demand, sterling, gold and much more. Today with Ole Hansen on commodities, Peter Garnry on equities, and John J. Hardy hosting and on FX.

Today's slide deck: bit.ly/35khoJ2 -Today we look at another ugly slide in US stocks as the bubble stocks there were in for another drubbing, with the broader market seeing less damage. We also wonder if a key support zone in Nasdaq 100 will hold, as well as whether this will remain a US-only phenomenon. Thoughts on sterling's slide, crude oil, volatility structure and 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: bit.ly/3k03aRV -Today we look at the importance of the rest of the week as a possible test of trend for US stocks after the steep, pre-holiday sell-off last week. We also note the recent strong EM comeback and have a look at the USD closing in on a tipping point, sterling already in capitulation versus the greenback and interesting CHF price action. In commodities, a focus on grains and copper. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Today's slide deck: bit.ly/3bxTqew  -Today we try to sort through the market's condition after the trauma of late last week and ponder the implications of the FT's story on Softbank and its heavy new involvement in speculating in US tech names. Also a look at interesting moves on Friday in treasuries, key event risks for the week ahead 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: bit.ly/32Yw11U -Today we look at yesterday's broad-based bloodbath in the US session, one that was concentrated in some of the highest-flying names that have seen wild swings driven by options market dynamics that we discuss in today's call. Other markets were mostly quiet, but any further rise in the USD and/or JPY could drive further volatility. 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/2EWcBme    - Today we look at signs of an increasingly fragile market as major speculative names like Tesla and Apple suffered enormous volatility yesterday even with a positive market backdrop. We also note the stress on the commodities complex, particularly oil for once, as the USD has notched higher. Much more on the call as we round up the markets and look at the agenda for coming days. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX:

Today's slide deck: https://bit.ly/32U9jrY   - Today we look at another strong equity session - this time a more broadly positive one, discuss the turnaround in the US dollar and key commodities developments, but most of all the remarkable behavior of the VIX and what options markets are telling us about now and about the US election risk. Today with Peter Garnry on equities, Ole S. Hansen on commodities and John J. Hardy on FX.