Saxo Market Call

Find graphics related to today's podcast on Twitter @saxomarketcallToday we discuss one of the biggest moves in USDJPY based on average-trading-range in 20 years and the implications for markets. We also discuss the equity rally, that is detaching from fundamentals, oil, gold, luxury stocks, earnings and the Democratic debate last night. Today with Ole Hansen on commodities, Peter Garnry on equities and Steen Jakobsen on macro.

Find graphics related to today's podcast on Twitter @saxomarketcallToday we discuss how the market can't even maintain a single full session of risk-off and what is driving the market higher again, and why gold is at an all time high versus a rising number of currencies. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

Find us on Twitter @saxomarketcall , where we post graphics for the day's show and you can send your questions and comments.Today we discuss the dissonance in the intermarket environment, with signs of both safe haven seeking and an ongoing extreme reach for yield, dig into specific commodity stories of interest, discuss gold and whether it is time for a bit of froth-reduction in risky assets. Today with Ole Hansen on commodities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/2HtQQrV  Today we discuss where to look for ongoing impact from the coronavirus outbreak, as equity markets are offering little information value here. The first heavier batch of data points that will begin to show the impact outside China from the outbreak are ahead later this week, as well as earnings and outlooks from some major mining companies. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/38qTlqD Today we are joined by Saxo CIO Steen Jakobsen, who points out the important unknowns of the coronavirus situation and the fallout risks. The discussion also moves to the woes in Europe, the ongoing decline in EURCHF, the US presidential race and more.

Today's slide deck: https://bit.ly/2HfrjCH  Today we discussed the cautious new highs in equities, China signaling on the coronavirus peak and the strong equity market, which had little to fear from the New Hampshire Democratic primary results. Those results show an interesting shift in the political playing field for Democrats. Today with Peter Garnry on equities and John J. Hardy on FX and Macro.

Today's slide deck: https://bit.ly/2Sf1p8c  Today we talked about just about everything - from the US equity market achieving new highs to ongoing coronavirus concerns, specific equity stories, what is driving the USD and gold, the oil market and much much more - a great conversation with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: https://bit.ly/31QFHe9  Today we discuss ongoing coronavirus concerns and where the market is expressing ongoing disruption on the ground - namely commodities - even as equities continue to try to look past the situation. In FX, we have a USD break afoot, if still a rather low energy one, and and interesting week ahead for US Fed Chair Powell and a few central banks and earnings reports of note as well. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy on FX.

Today's slide deck: bit.ly/2SqObUUToday we discuss the latest market action, the upcoming US Jan. jobs report, the surging US dollar, whether we are at Peak Trump and preview next week's macro calendar and much more. Today with Ole Hansen on commodities and John J. Hardy on Forex.

Today's slide deck: https://bit.ly/2Uvnwc0  Today's special guest is Saxo CIO Steen Jakobsen, who takes us through his thoughts on the parabolic acceleration in equities and what is driving it, discusses the flat US yield curve and offers thoughts on the US election and much more. Today also with Ole Hansen on commodities and John J. Hardy on FX.