Saxo Market Call

Slide deck: https://bit.ly/35gCrtC Today we discuss the fading US-China trade deal hopes after the US side has announced sanctions against Chinese entities and individuals and moves to limit the purchase of Chinese stocks. Also, we have a look at signs corporates are looking to clean the slate in Q4, Fed Chair Powell's announcement of new balance sheet expansion and why the market has largely shrugged this off and much more. Today with Peter Garnry on equities, Ole Hansen on commodities, and hosting John J. Hardy on currencies.

Slide deck here: https://bit.ly/320AmA0In today's market call we discuss the pivotal level for the S&P 500 after the recent bounce-back, the narrative and complacency around the US-China trade talks set to begin later this week, and more. Today with Ole S Hansen, Head of Commodity Strategy, and hosting, John J. Hardy, Saxo Bank Head of FX Strategy.

Slide deck here: bit.ly/2oVnM6uIn today's market call we discuss today's US jobs numbers and how the market may react after the odd reaction to the weak US ISM Non-manufacturing survey yesterday. Discussion as well on how quickly the Fed may cut to negative US data and developments in the equity market from here. Today with Ole S Hansen, Head of Commodity Strategy, Steen Jakobsen, Chief Investment Officer, and host Peter Garnry, Saxo Bank Head of Equity Strategy.

Slide deck here: https://bit.ly/32U5C3MIn today's market call we discuss today's US jobs numbers and how the market may react after the odd reaction to the weak US ISM Non-manufacturing survey yesterday. Discussion as well on how quickly the Fed may cut to negative US data and developments in the equity market from here. Today with Ole S Hansen, Head of Commodity Strategy, and host John J. Hardy, Saxo Bank Head of FX Strategy.

Today's slide deck: bit.ly/2pBQ6LBIn today's Market Call we discuss the big sell-off in US equities as risk-off continued on weak ADP numbers, stronger gold, lower US rates and much more. The key event risk today is ISM Non-Manufacturing (Sep) and if the survey shocks to the downside we could see a significant downside move in equities. Today with Ole S Hansen, Head of Commodity Strategy, and host is Peter Garnry, Saxo Bank Head of Equity Strategy.

Today's slide deck: bit.ly/2mRhDaTIn today's Market Call we discuss the big shock yesterday with ISM Manufacturing plunging to 47.8 the lowest print since July 2009. We discuss equity reaction, steepening yield curve, potential Fed rate cut in October, stronger USD and whether Q4 will shape up as Q4 in 2018. Today's host is Peter Garnry, Saxo Bank Head of Equity Strategy.

Today's slide deck: https://bit.ly/2nkOJA3In today's Market Call we discuss the broadening USD strength as USDJPY challenges key resistance, interesting moves in the Japanese bond market and the weakness in precious metals. Today with Ole S. Hansen, Saxo Bank Head of Commodities Strategy. Today's Host is John J. Hardy, Saxo Bank Head of FX Strategy.

Today's slide deck: https://bit.ly/2mLtCXvIn today's Market Call we discuss the busy week ahead and the many balls in the air for global markets, including a heavy economic calendar, the US impeachment spectacle, a crunch week for Brexit in the UK, China's National Day celebration, US-China trade talks and more. Today with Ole Hansen, Saxo Bank Head of Commodities Strategy and hosting John J. Hardy, Saxo Bank Head of FX Strategy.

This is the audio portion of our interactive monthly FX Deep Dive Update (recorded September 26, 2019) - mostly focusing on the strong USD and what might change that in Q4. The full video with the slide deck can be found here if you prefer to watch: https://bit.ly/2m70U32 And if you would prefer to stay here and also want a look at a PDF of the slide deck used in the presentation, the slide deck is: https://bit.ly/2ndLCtu

Today's slide deck: https://bit.ly/2n3BJhUIn today's Market Call we discuss ongoing USD strength, signs of weakness in the IPO market and the outlook for equities beyond quarter-end, the weakness in precious metals and more . On the call Peter Garnry, Saxo Bank Head of Equity and Quant Strategy, Ole Hansen, Saxo Bank Head of Commodities Strategy and hosting John J. Hardy, Saxo Bank Head of FX Strategy.