Saxo Market Call

Today's slide deck: bit.ly/2lT7F8mIn today's Market Call we discuss the Fed having to expand USD liquidity operations and the broadly rising USD, signs of increasing risk-off in EM even as US equities rebounded, the vicious reversal 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.

Slide deck: bit.ly/2my5fMtIn today's Market Call we discuss yesterday's massive miss on US consumer confidence, Trump impeachment possibility, Boris Johnson's defeat in Supreme Court, RBNZ rate decision, oversubcribed two-week repos from the Fed, and much more. On the call, John J. Hardy, Saxo Bank Head of FX Strategy, and hosting Peter Garnry, Saxo Bank Head of Equity and Quant Strategy.

Today's slide deck: https://bit.ly/2mHgTVaToday with special guest Steen Jakobsen, Saxo Bank CIO, discussing USD liquidity issues, the state of the EU economy, EU court rulings on Apple's tax payments, and much more. Also on the call, Peter Garnry, Saxo Bank Head of Equity and Quant Strategy, and hosting, John J. Hardy, Saxo Bank Head of FX Strategy.

Today's slide deck: https://bit.ly/2kuX9n7Today we discussed the weak start in Asia, the situation for oil and where to focus in beaten down energy-linked equities, as well as pondering the USD liquidity situation and what to look for on that front this week. Today with John J. Hardy on Currencies hosting, Peter Garnry on Equities and Ole Hansen in Commmodities.

Today's slide deck: bit.ly/2lW8UDnIn today's Market Call, we talk about the weakening USD and how it relates to the ongoing stress in the USD repo market; we also talk renewed optimism in GBP on Juncker remarks on Brexit. We also discuss S&P 500 direction and surprise jump in Indian equities on a corporate tax announcement. Finally we talk about oil and gold. Today with Ole S Hansen, on commodities, Peter Garnry on equities and hosting.

With guest Saxo Bank CIO Steen Jakobsen we spend the bulk of the podcast discussing last night's FOMC meeting and the market's possible misinterpretation of what unfolded there, especially the Fed's signaling on liquidity operations. Today also with Ole S Hansen, on commodities, and hosting, John Hardy on FX.

Today's slide deck: bit.ly/2kPtx3XIn today's Market Call, we discuss tonight's FOMC rate decision which is more important than usual given the recent days stress in USD repo markets with the Fed intervening two straight days. If the Fed comes out complacent about trade war and USD funding stress then markets will most likely roll over. We also discuss gold and oil, and more. Today with Ole S Hansen, on commodities, Peter Garnry on equities and hosting.

Today's slide deck: https://bit.ly/2lT02OQ Today we discussed the latest on the oil market in the wake of the attacks on Saudi facilities, USD funding issues suddenly reappearing and doing so just ahead of tomorrow's FOMC meeting and how that meeting could create an avalanche of selling in equity markets if it produces the wrong message for this still complacent market. Today with Ole Hansen (Commodities), Peter Garnry (Equities) and John Hardy (Currencies).

Today's slide deck: bit.ly/2mjkxEFIn today's Market Call, we discuss the weekend's attack on the world's largest oil processing facility and how it is impacting oil prices and other financial markets. We also discuss the surprisingly weak Chinese macro released in Asia session. Today with Peter Garnry on equities and hosting, Ole S Hansen, on commodities.

Today's slide deck: bit.ly/2lTo7F3In today's Market Call, we discuss yesterday's ECB decision and its impact across all asset classes. We also discuss next week's FOMC decision and what to expect in Q4 from the Fed. Today with Ole Hansen on commodities, Steen Jakobsen on macro, and hosting Peter Garnry on equities.