Saxo Market Call

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/2L1350RToday 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.

Today's slide deck: bit.ly/2SEAylXToday we look at the strong bounce from yesterday's lows and to what degree it is a sign of hopes for an opening up or at worst a symptom of unhealthy speculation in narrow, overvalued sectors of the market. A similar driver possible in crude oil. As well, a look at the broad US dollar and where we are headed there as well as today's ruling from Germany's constitutional court on the ECB purchase program. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/2YtuL6eToday we discuss the very ugly close of the equity market in the US last week and a bad start to this week as well as US-China tensions are adding to an already downbeat backdrop. The Chinese currency deserves extra attention this week, especially once mainland Chinese markets are back from holiday on Wednesday. Oil, VIX and more also discussed on today's call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/3aQId6Y  Today we discuss the downbeat day on Wall Street yesterday, with overnight action darkening the mood further in the wake of the Amazon and Apple earnings after the close. The technicals for the major US indices look pivotal here into the weekly close. Also a look today at the latest in crude oil, a big move in the Chinese yuan, EURUSD and much more. Today with Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/2KHWTdYToday we discuss the latest market acceleration and what is driving it, from hefty retail trading activity to the Gilead news on its drug for Covid19 treatment, the FOMC meeting, and not least, the Facebook earnings report after the market close yesterday. On today's call were Peter Garnry on equities and John J. Hardy on FX.