Saxo Market Call

Today's slide deck: bit.ly/2Tj3i4mToday's podcast features guest Saxo CIO Steen Jakobsen as we discuss yesterday's panic Fed rate cut of fifty basis points and the market's pump-and-dump reaction. As well, we look at what we are looking for next across markets and especially in credit for further signs of turmoil. A brief discussion on the Super Tuesday results for the Democrats as well. Also on the podcast, Peter Garnry on equities and John J. Hardy on Forex.

Today's slide deck: bit.ly/2PHZN5rToday we talk about the big 4.6% bounce back in S&P 500 yesterday as traders are anticipating a coordinated action from G7 central banks and governments to arrest the pain from the coronavirus outbreak. A joint statement is expected at 1200 GMT so watch out for this key event. We also talk volatility in equities and the lack of optimism in South Korean equities. Lastly, we focus on EURUSD, oil and copper response to the latest bounce back. Peter Garnry on equities and Ole Hansen on commodities.

Today's slide deck: https://bit.ly/2VAY2up Today we talk Friday's bounce in risk sentiment after one of the worst weeks for the market in history. We also look at whether central banks moving to cut rates are really the right medicine for what ails the economy in a pandemic outbreak. As well, important perspective on why gold sold off on Friday but not treasuries. Peter Garnry is back with us on equities today, Ole Hansen on commodities, and John J. Hardy on FX.

Today's slide deck: bit.ly/2I8ZagJToday we discuss yesterday's market capitulation,which represented an acceleration in an already vulnerable market and wonder when and how the policymakers respond here. Elsewhere, the crude oil downside took on new momentum on fears of plummeting demand, while the gold rally is faltering as a safe haven at the moment. Today with Ole Hansen on commodities and John J. Hardy on macro and FX.

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/2vhxC6cCommodities 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/2Vp91XUToday, 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/2HUKq5iYes, 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/3ccKriWToday 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/2HGV5R1Today 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.