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Saxo Market Call

Saxo Market Call

Business:Investing

US-China tensions escalating, reflation trade hits speed bump

US-China tensions escalating, reflation trade hits speed bump

2020-05-22
Download

Today's slide deck: https://bit.ly/3bSBtpI  
Today we discuss the sharp drop in risk sentiment overnight on announcements on Hong Kong policy as China's National Party Congress gets underway as well as the general rise in US-China tensions and risks that these derail the rising market narrative of a coming reflation. Today with Peter Garnry on equities and John J. Hardy on FX.

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