100 episodes

Saxo Bank's strategy team delivers market insights across all asset classes.

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    • Investing
    • 4.4, 9 Ratings

Saxo Bank's strategy team delivers market insights across all asset classes.

    Equities are opening the week higher despite rise in US-China tensions

    Equities are opening the week higher despite rise in US-China tensions

    Today's slide deck: bit.ly/2zrUUIEToday we discuss the rising US-China tensions over the security law in Hong Kong and COVID-19 narrative and that it remains the key risk for markets this week offsetting the positive sentiment related to economies opening up. Equities have started the week on a general positive note and oil markets this week will be tested on how strong this recent momentum really is. We also talk about gold and the divergence between rising ETF holdings while hedge funds seem to be reducing their net positions in gold. Today with Peter Garnry on equities and Ole S. Hansen on commodities.

    • 14 min
    US-China tensions escalating, reflation trade hits speed bump

    US-China tensions escalating, reflation trade hits speed bump

    Today's slide deck: https://bit.ly/3bSBtpI  Today we discuss the sharp drop in risk sentiment overnight on announcements on Hong Kong policy as China's National Party Congress gets underway as well as the general rise in US-China tensions and risks that these derail the rising market narrative of a coming reflation. Today with Peter Garnry on equities and John J. Hardy on FX.

    • 17 min
    US equities and USD at pivotal levels

    US equities and USD at pivotal levels

    Today's slide deck: bit.ly/2ZmUGNwToday we discuss the impact on equities and Moderna's stock price as vaccine experts are questioning the biotechnology company's phase 1 study. US equities and the USD are at pivotal levels so important session ahead. Positioning in US equities is aggressive with low put/call ratio and still strong technical sentiment. We also discuss the rally silver spot and Brent crude hitting resistance levels from April. Today with Peter Garnry on equities and John J. Hardy on FX.

    • 15 min
    Vaccine hopes, EU signs of solidarity boost sentiment

    Vaccine hopes, EU signs of solidarity boost sentiment

    Today's slide deck: https://bit.ly/3dW0FwM  Today we discuss the strong rally extension in global equities on hopes from early trials of a vaccine by US biotech company Moderna announced yesterday, concerns for US banks on the risk of US government lending crowding out their activity, the strong EUR on signs of German solidarity with the EU, and much more. Today with Peter Garnry on equities and John J. Hardy on FX.

    • 17 min
    Powell pumps equities, silver spike continues

    Powell pumps equities, silver spike continues

    Today's slide deck: https://bit.ly/3dSoUvV  Today we discuss the strong start to this week's trading as a Powell interview at the weekend is perhaps behind the strong risk sentiment to start the week. Also on the agenda, the extension of the recent spiek in silver, Warren Buffett's latest portfolio adjustments and what they might mean and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

    • 18 min
    Silver surge, US-China tensions, technical limbo

    Silver surge, US-China tensions, technical limbo

    Today's slide deck: https://bit.ly/2Z4Haht  Today we look at yesterday's late comeback rally in equities as key support was under strain and a linked sell-off in the US dollar that keeps those markets in technical limbo for now. The headline grabber yesterday was the fresh surge in precious metals, with silver taking full part. Elsewhere, we talk US-China tensions, the oil outlook, Covid19 testing issues and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.

    • 19 min

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