Saxo Market Call

Today's slide deck: https://bit.ly/2UOrQl5 Today we discuss the important week ahead as a key test of the degree to which equities and risk sentiment can maintain a rally stance and to what degree the recent surge from the lows is down to portfolio rebalancing after a very ugly Q1. Elsewhere, we talk further risk of crude oil downside and the importance of the USD move last week. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/3dADlFk  Today we discuss yesterday's disaster of an EU meeting that challenges the path to debt mutualization. Also, yesterday's session was an important support of the stabilization narrative, but we also need to continue to see improving sentiment into the weekend as trade between two important market pivots. A discussion of oil and the USD as well on the call. Today with Christopher Dembik on macro and EU, Peter Garnry on equities, and John J. Hardy on FX.

Today's slide deck: bit.ly/2UhV39dToday we discuss the disappointing fizzle in markets since late in the US session yesterday and where we are focusing today as especially the weekly US jobless claims represent a key sentiment test for the market as it will come out at multiples of the worst reading ever for this data series. Oil market, gold, stocks, currencies all under discussion on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

This is a Special Edition of our Saxo Market Call podcast in which we take a step back from the day-to-day and have a look at how markets, policy, the economy, and even society are set to shape up during and after this crisis. Included are some thoughts on what assets are set to perform best as we transition through the crisis and eventually to the other side - a written brief will be available soon and we will link to that from this podcast description. On this call are Steen Jakobsen, Chief Economist, Peter Garnry on Equities, Ole Hansen on commodities and John J. Hardy on Currencies.

Today's slide deck: bit.ly/3duEgHqToday we discuss yesterday's historic bounce in US equity markets as markets look forward to a huge rescue package to be signed as soon as later today. We also talk the tremendous implications of the EU's coming "coronabonds", the physical deliver situation rocking the gold market and the interest in getting constructive on the market outlook in the near term.

Today's slide deck: bit.ly/2wB87NVToday we discussed the massive Fed move yesterday, by far the largest attempt to backstop the system yet, and why the market wasn't able to sustain a bid for long before changing its mind slightly overnight. We also talk quarter end and portfolio rebalancing potential, technical perspective, the reaction in precious metals to yesterday's developments. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: bit.ly/3adgrlpToday we discuss the ugly start to the week after the US Congress failed to put together a rescue package last night and where we are looking for signs that this market can turn the corner and find support. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/33zBmwD Today we discussed the huge rally in oil markets yesterday and whether this is at the root of a revival of market sentiment after a solid session in Asia and some signs of risk taking in market internals yesterday. A strong discussion today and a critical day ahead as markets need to pull together a solid close ahead of the weekend.

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.