25 min

To fight or not to fight the Fed? Saxo Market Call

    • Investing

Today's slide deck: https://bit.ly/2RCtYfh  Today we discuss the remarkable short squeeze (or comeback, depending on your point of view) in the major US equity indices on the "Don't fight the Fed!" narrative that has accompanied the action since last Thursday, and to what degree that narrative is justified. Also a discussion of oil, existential EU risks and Italy, and much more. Today with Saxo CIO Steen Jakobsen, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX. 

Today's slide deck: https://bit.ly/2RCtYfh  Today we discuss the remarkable short squeeze (or comeback, depending on your point of view) in the major US equity indices on the "Don't fight the Fed!" narrative that has accompanied the action since last Thursday, and to what degree that narrative is justified. Also a discussion of oil, existential EU risks and Italy, and much more. Today with Saxo CIO Steen Jakobsen, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX. 

25 min

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