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

Saxo Market Call saxostrats

    • Investering
    • 4.5 • 2 betyg

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

    USD bears need to pick up pace. Bitcoin dives.

    USD bears need to pick up pace. Bitcoin dives.

    Today's slide deck:  https://bit.ly/3fzFgeS    - Today we look at still strong markets as the US heads out for a long Thanksgiving holiday weekend and global equity markets eye their strongest monthly return in history. USD bears appear in good shape, but the price action is sluggish relative to the supportive backdrop for a weaker US dollar. Elsewhere, we look at oil prices and the forward price curve, Salesforce eyeing a possible Slack takeover, inflation in delivery costs, the sudden correction in Bitcoin overnight and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. 

    • 23 min
    EV sector getting frothy. How to get rare earth exposure.

    EV sector getting frothy. How to get rare earth exposure.

    Today's slide deck: https://bit.ly/3m3C3qh   - Today we look at what may be shaping up as the greatest month for equity markets in history, ponder whether the EV sector is getting overheated, take a deep dive into rare earth minerals, check in on oil prices making major new highs and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on currencies.

    • 19 min
    Janet Yellen as Treasury Secretary: when doves fly.

    Janet Yellen as Treasury Secretary: when doves fly.

    Today's slide deck:   https://bit.ly/3pVC8yB    -The market in a positive mood today after late developments yesterday, including news that US president-elect Biden is set to nominate former Fed Chair Janet Yellen as Secretary of the Treasury and after Trump late yesterday ordered a key agency to prepare for a presidential transition, even as he vowed to fight on against the election result. We look at the implications of Yellen as Treasury Secretary, talk emerging markets and the US dollar, why gold corrected so sharply yesterday and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. 

    • 19 min
    Ethereum seizes the initiative in crypto. Positive market looks beyond Covid-19.

    Ethereum seizes the initiative in crypto. Positive market looks beyond Covid-19.

    Today's slide deck: https://bit.ly/35VjYoP     - The market generally in a positive mood to start the week despite an odd wobble into the close on Friday, apparently enthusiastic on the imminent roll-out of Covid-19 vaccine efforts and generally bidding up assets globally, including especially in emerging markets in recent weeks. On today's call we discuss why Ethereum is grabbing attention in the crypto space. We also look at sterling as we await an expected Brexit breakthrough soon and discuss a very interesting move from Chancellor Sunak on infrastructure. A look at commodity markets includes a rare look at cocoa after a huge spike last week. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 18 min
    Mnuchin pulls plug on Fed, market shrugs.

    Mnuchin pulls plug on Fed, market shrugs.

    Today's slide deck: https://bit.ly/3kNtwXd  - Today we look at reflationary narrative and how it is holding up - or not, especially in the US treasury market, where the longest yields continue to fall. Also a look into the implications of US Treasury Secretary Mnuchin pulling the plug on emergency Fed lending programs, signs of stress in Chinese corporate debt, a fresh look at EV stocks like Tesla, NIO and Nikola and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.

    • 16 min
    Market focus zooming back in on near term concerns?

    Market focus zooming back in on near term concerns?

    Today's slide deck: https://bit.ly/2IFRzKN  - Today we look at the weakness in the US equity market late in yesterday's session, ponder whether the market could struggle to look through the near term Covid-19 doom and gloom, highlight the complacency on the situation in the EU after Poland and Hungary vetoed the EU budget and recovery package, with a meeting today on next steps. Also a look at earnings from NVidia and Workday, thoughts on gold, platinum and soaring soybeans and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

    • 24 min

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