Saxo Market Call

Today's slide deck here: https://bit.ly/2Epwi1S  Today we discuss some of the particulars of the US-China trade deal, whether the numbers add up as well as the market's mixed reaction to this development. Today with Ole Hansen on commodities, Peter Garnry on equities, and hosting, John J. Hardy on FX.

Today's slide deck: https://bit.ly/38yv42r Today we discuss the whirlwind of major developments yesterday, in particular Trump's announcement of a trade deal with China and important questions around that deal, the UK election outcome and whether the top is already in for sterling and thoughts on the massive repo operations announced by the Fed. We also look at next week's macro calendar. Today with Ole Hansen on commodities, Peter Garnry on equities and hosting, John J. Hardy on FX.

Today's slide deck: bit.ly/2siZ2a5Today we look at last night's FOMC meeting and the market reaction, especially whether the USD move lower could be a sign of more to come. We also take a look at when the UK election results will roll in this evening and what to look for there as well as sterling's potential reaction to the results. Today with John J. Hardy hosting.

Today's slide deck: bit.ly/2qGSu4BToday we discuss the today's FOMC meeting and what we are looking for over the meeting, especially in light of the hubbub around a research piece from an influential analyst suggesting "real QE" is again on the way from the Fed. Also a discussion of the Saudi Aramco IPO and much more. Today with Ole Hansen on Commodities, Peter Garnry on Equities, and hosting, John J. Hardy on FX.

Slide deck here: bit.ly/36eJh2qLooking ahead at tomorrow's FOMC meeting and the looming US tariffs deadline on Chinese goods this weekend which could really hurt the economy. We discuss yesterday's OECD's global leading indicators suggesting that the global economy maybe turned in October, the short squeeze in soybeans, downtrend in gold, Chinese USD credit stress in real estate, Tullow Oil's 72% stock price crash and lastly copper. Today with Ole Hansen on commodities and Peter Garnry on equities.

Slide deck here: https://bit.ly/2scO2e0  A big week ahead for global markets, not only because of the FOMC meeting mid-week, but also on the UK election this Thursday and most importantly of all, signals from US and China on the course of trade negotiations as the December 15 US tariff schedule for the final portion of Chinese imports nears. Today with Ole Hansen on Commodities and John J. Hardy on FX.

The Saxo Outrageous Predictions 2020 landing page: bit.ly/2OURyCP (You can vote on which prediction you find most outrageous and let us know your own outrageous prediction for 2020).In this special edition of the podcast, we discuss this year's batch of Outrageous Predictions and why this year's theme is Engines of Disruption as we may be reaching the end of the post-global financial crisis paradigm.

Slide deck: bit.ly/2OTYe42In this December update we take a closer look at current macro developments and their impact on key commodities from crude oil and gold to copper and agriculture. In addition we also present our commodity related Outrageous Predictions for 2020.

Today's slide deck: bit.ly/2Rp5xmbIn today's call, we discuss the ugly German industrial production print for October showing the worst decline since the Great Financial Crisis. Aramco's IPO hit the highest end of the pricing range valuing the company at $1.7trn. With the OPEC+ meeting taking place these days a lot is at stake for Saudi Arabia to support oil prices in order to give Aramco a good start. We also discuss today's Nonfarm Payrolls release which we expect will be solid as recent initial jobless claims show that the US labour market is still robust.

Today's slide deck: bit.ly/2YhCkuMIn today's call, we discuss the latest neck-snapping trade headlines and the outlook for the US dollar, as well as incoming data yesterday and the rush higher in sterling. Choppy oil markets are also in focus over pivotal OPEC and OPEC+ meetings today and tomorrow. On today's call were Ole Hansen on commodities and hosting, John J. Hardy on FX.