Podcast Special Edition: Q4 2020 Outlook - The US election and everything gone all K-shaped

Saxo Market Call

Summary: 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.

Listen to today’s podcast and link to our Q4 2020 Outlook.

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Podcast Special Edition: Q4 2020 Outlook - The US election and everything gone all K-shaped

Saxo Market Call

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Quarterly Outlook Q2 2022

Quarterly Outlook Q2 2022: The End Game has arrived

The End Game has arrived

Energy crisis could turn energy stocks into secular winner

The great EUR recovery and the difficulty of trading it

Tight commodity markets – turbocharged by war and sanctions

Between a rock and a hard place

The Great Erosion

Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession

Cybersecurity – the rush to catch up with reality

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