Podcast: Interesting divergences despite overall cheer
Saxo Market Call
Summary: In today's podcast, the last regular before yearend, we focus on the continued stock market surge while also highlighting the most aggressive margin debt ramp up in 13 years. Some divergence seen with a much followed "disruptive innovation" ETF trading down on the day. Also the underwhelming Brexit reaction raising worries about Sterling and hedge funds positioning themselves for further commodity upside in 2021. Today's call with Ole Hansen on commodities and John J. Hardy hosting and on FX.
Follow Saxo Market Call on your favorite podcast app:
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/en-gb/legal/disclaimer/saxo-disclaimer)