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Equities

No blue wave, no prob but for how long?

Bidens wins in Wisconsin and Michigan now mean he has a clear path to winning the Electoral College and is closing in on victory. Meanwhile Trump is launching a legal assault across several battleground states. Markets have taken this in their stride and the rotation trade overnight saw powerful moves in technology stocks that has continued through to the Asia session.
Commodities

Gold looks set to glitter

Ole Hansen
Anticipation of US rate cuts and several geopolitical flashpoints have propelled gold into a major rally. In this 60-second video, Saxo Head of Commodity Strategy, Ole Hansen, spells out the next levels to watch.
Quarterly Outlook

Q3 Outlook: The global fiscal panic

Steen Jakobsen
Central banks’ response to the looming economic slowdown and trade war has been panic cutting of interest rates and signalling of new extremes of easing, while politicians are warming to the idea of Modern Monetary Theory.
Forex

FOMC preview with John Hardy

John Hardy
Join Saxo’s Head of FX Strategy, John J Hardy, for an in-depth preview of Wednesday's crunch Federal Reserve policy meeting, which may kick off the start of only the fourth easing cycle in over 20 years.,
Macro

Chart of the Week: The Treasury one-year/10-year spread

Christopher Dembik
Research from the Fed had repeatedly demonstrated that the one-year/10-year Treasury yield spread is a more accurate predictor of recession than its more widely watched two-year to 10-year equivalent. And a quick look at the former gives cause for concern.
Commodities

Grain markets turn to WASDE for guidance

Ole Hansen
Following one of the most spectacular short-covering rallies on record, US grain and soybean markets are now trading softer ahead of themonthly crop report from the US Department of Agriculture to be released today at 16:00 GMT.
Commodities

Oil hit by recession fears but downside is limited

Ole Hansen
Crude oil’s roller-coaster ride continues to create a very challenging environment with the focus alternating between tight supply and the global economic slowdown's impact on future demand growth.
Macro

Macro Digest: The new dynamic duo

Steen Jakobsen
The twin circumstances of an incoming recession and a massive, trade war-related breakdown in the global supply chain have joined forces to lean heavily on risk sentiment. Credit facilitation is still falling, and the charts point to a key inflection point around October of this year. How will policymakers respond?
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