Saxo Bank's strategy team delivers market insights across all asset classes.
Earnings season revs up, US stimulus question remains
Today's slide deck: https://bit.ly/37n1iiS - Today we take a look at the optimistic start to the week after a weak close on Friday, talk the ongoing earnings season - especially interesting plans from IBM as it reports today, discuss AUD downside potential, and look at the importance of US stimulus prospects. We also have a a look at the latest shifts in commodities positioning. Today with Peter Garnry on equities, Ole Hansen on equities, and John J. Hardy on FX.
Market wants stimulus. Zooming in on Zoom options activity.
Today's slide deck: bit.ly/2FxirLd -Today a look at another weak session for US equities, but certainly not for Zoom, as options day-traders feasted on yesterday's volatility. Elsewhere, a look at a worrying jobless claims report, the latest status for key US dollar pairs and more. Today with John J. Hardy hosting.
Equity slide continues. Italian BTPs for the win?
Today's slide deck: bit.ly/3j48B18 -Today we look at the fresh slide in the US equity market and concerns that stimulus wont be forthcoming before the election, have a look at FX stories driving GBP volatility and AUD weakness, and focus on European sovereign debt, as Italian bonds have been the trade of the year for more liquid sovereign bonds and where the longest BTPs could be set for further outperformance if the EU is indeed having its "Hamilton moment". Today with Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
USD fights back. Sterling in focus on Brexit talks deadline.
Today's slide deck: bit.ly/3lDu6rg -Today we look at signs of nervousness beneath the surface in the US equity market, have a look at the resurgence in the US dollar and whether there is more strength to come, particularly against heavy EUR long positioning, talk gold, US and Italian yields, and especially the focus on sterling as Boris Johnson's Brexit negotiation deadline looms into view tomorrow.
US stock market acceleration: destabilizing like last time?
Today's slide deck: bit.ly/2Im6FV3 -Today we look at the US equity market getting more than a bit frothy again and ponder whether the pace of the gains could be destabilizing as it was for a time after the late August run-up. Also a look at important currency, commodity and equity developments as earnings season is set to get under way in the US in earnest today. On the call today were Ole Hansen on commodities and John J. Hardy hosting and on FX.
Market guns for stimulus, China taps brakes on CNY
Today's slide deck: https://bit.ly/2SLCZCP - Today we look at the very positive market sentiment as traders bet on incoming US stimulus even after the latest talks between the Trump administration and the Democrats failed to result in agreement. We also look at rising grain prices, preview the week ahead as US earnings season gets under way in earnest this week and much more. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.
Customer ReviewsSee All
Very high quality morning market call for experienced and knowledgeable investors. John J Hardy, Ole Hansen and Peter Garnry are all excellent.
I like it
Its short, concise and the graphs provided make it easy to follow your commentary amd makes the podcast even more useful and interesting.
Nice wrap up of todays event. SOUND
But you guys got to sort out your sound quality, Go get some nice microphones from perhaps RÖDE, danish as well and crank up the audio level as well as its lower than average. Cheers for good work on this! Saxo rocks!