Podcast: The short-term Covid gloom vs. long-term hopes that science prevails

Podcast: The short-term Covid gloom vs. long-term hopes that science prevails by Michael McKenna
Today we look at the reversal in the momentum vs. value earthquake that unfolded at the beginning of the week, and try to judge the effects of a another short-term policy response to the Covid-19 resurgence, especially the leading and lagging factors over the longer term into 2021. Also a look at Pinduoduo and Disney earnings, thoughts on the US dollar and US yields, gold, oil and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

Follow Saxo Market Call on your favorite podcast app:

Apple Sportify  Stitcher

If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at marketcall@saxobank.com and we’ll look into it.
 
Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show’s content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.
Saxo Market Call
Saxo Bank
Topics: Podcast Forex Equities Commodities Macro Nasdaq EURUSD Gold Crude Oil US Election