Special Edition - March 25, 2020 Roundtable on the crisis and its aftermath
This is a Special Edition of our Saxo Market Call podcast in which we take a step back from the day-to-day and have a look at how markets, policy, the economy, and even society are set to shape up during and after this crisis. Included are some thoughts on what assets are set to perform best as we transition through the crisis and eventually to the other side - a written brief will be available soon and we will link to that from this podcast description. On this call are Steen Jakobsen, Chief Economist, Peter Garnry on Equities, Ole Hansen on commodities and John J. Hardy on Currencies.
Absurd headline risk for now as risk conditions are deteriorating
Knee-jerk conclusions are a dangerous thing
This couldn‘t have come at a worse time
Special Edition: Brent Donnelly of Spectramarkets
Temporary relief as dark clouds are gathering
The unbearable sensitivity to rising yields
A climax reversal for equities after Powell gets nod for a second term
US Thanksgiving week features key Wednesday event risks
Special Edition: The big picture w/ Steen Jakobsen
Divergences suggest at least tactical correction risk
Time to take off some risk
Watching whether Euro crisis waxes existential
USD rally extension would be a big problem.
Lower real rates support TINA narrative for stocks
Special Edition: Equity investing with Conor MacNeil
Tension all around
Gold is showing the way.
Too much fuss on Fed Chair nomination options?
We have a new market conundrum on our hands
What are US treasuries telling us?
Thoughts on the Market
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