Special Edition: Q4 2020 Outlook - The US election and everything gone all K-shaped
In this special edition podcast, the Saxo Strats team takes you through the key points of our Q4 Outlook, including a particular focus on the US election and what is at stake for global markets over this election and as we peer into 2021. The focus is on portfolio allocation, the risk of a secular shift in inflation to the upside, and the implications of the K-shaped narrative on policy and markets. On the podcast are Saxo CIO Steen Jakobsen, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Squeeze on shorts continues to dominate headlines on FOMC day.
The wheels are coming off.
Big week ahead for earnings, macro
It's time to take some chips off the table
The Biden Presidency greeted with a swell of enthusiasm
Focus on inflation ahead of Biden inauguration
Markets starting off Biden inauguration week on a cautious note
Markets rolling over despite $1.9trn stimulus plan and dovish Powell
Pondering the post-Covid potential.
US yield rise moderates as USD wilts. Grains exploding.
Social media companies a drag on US equities. Tesla versus NIO.
Markets stumble into a new week. Ferocious volatility in crypto space.
Notes of caution after another surge of optimism
Market shrugs off the mob on Capitol Hill, toasts the stimulus checks
Blue Wave Lite washes over markets
Nervy start to the New Year
Markets have reflation on the brain as 2021 bolts out of the gates
Special Edition: Fixed Income Outlook 2021
Interesting divergences despite overall cheer
Mining Stock Education
The Dave Ramsey Show
The Clark Howard Podcast
The Peter Schiff Show Podcast
Real Vision: Finance, Business & The Global Economy
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