Today's edition of the Saxo Morning Call features Saxo Bank Chief Investment officer Steen Jakobsen and Head of Commodity Strategy Ole Hansen discussing the robust US equities market, with Jakobsen stating that reptariation due to tax reform is bringing liquidity back to the US while withdrawing it from the rest of the world.
Beyond New York, our Strats team sees a continuation of emerging market woes, President Trump readying to launch the latest salvo in the trade war, and a pivotal Swedish election Sunday.
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