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Saxo Market Call

Saxo Market Call

Business:Investing

This is getting a bit nuts

This is getting a bit nuts

2020-07-02
Download

Today's slide deck: https://bit.ly/2VEkPEL  
Today we look at another extension in the megacap tech stocks to new record highs with no participation from the broader market, and particularly note the aggressive extension in the biggest and particularly speculative names. We also look at positive US data yesterday and preview today's important US jobs data. Elsewhere, sterling is trying to make a statement while gold faltered after new highs. Today with Peter Garnry on equities and John J. Hardy on FX.

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