Equities
Find updates on the trends shaping the equity markets.
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Latest news
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Forex
FX Update: CAD adds to JPY wobbles against USD
John Hardy
Head of FX Strategy
The US dollar has notched higher in the wake of the US President Trump move against Chinese social m...![]()
Podcast
Podcast: Negative real rates story driving everything
Saxo Market Call
Today we look at another strong session for US equities, which barely bothered to register concern a...![]()
Macro
Market Quick Take - August 7, 2020
John Hardy
Head of FX Strategy
Equity futures pulled back sharply late yesterday after aggressive new highs in the US trading sessi...![]()
Forex
FX Update: USD pulls back from new lows. TRY tailspin.
John Hardy
Head of FX Strategy
The US dollar weakened to new cycle lows this morning, only to perk up suddenly in what could be a s...![]()
Equities
Growth investing and valuation dynamics under low interest rates
Peter Garnry
Head of Equity Strategy
Low interest rates and expectations that they remain low for a long time is changing investors attit...![]()
Macro
Market Quick Take - August 6, 2020
John Hardy
Head of FX Strategy
Gold prices continue to dominate market attention after the remarkable advance of 75 dollars per oun...![]()
Macro
Macro Dragon: Does the Amazon belong to Brazil or the World?
Kay Van-Petersen
Global Macro Strategist
Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-...![]()
Equities
US equities are still attractive but it all comes down to inflation
Peter Garnry
Head of Equity Strategy
US equities are still attractive based on free cash flow yield being significantly more attractive t...![]()
Forex
FX Update: USD slips lower again. TRY focus for EM.
John Hardy
Head of FX Strategy
Yesterday saw record highs for gold and tech stocks and a record low for US treasury yields for 2-ye...![]()
Podcast
Podcast: Record highs all around
Saxo Market Call
Today we look at new record highs for gold, the Nasdaq 100 index and even US treasuries and ponder t...
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