Today's edition of the Saxo Morning Call features the SaxoStrats team discussing the continuing weakness of the US dollar as commodity prices recover ground and in the wake of key US equity indices hitting all-time highs Thursday.
Squawk / 17 April 2017 at 2:59 GMT
Global Macro Strategist / Saxo Bank Group - Singapore Hub
TGIM & hope everyone had a fantastic Happy Easter, in some cases, still enjoying the long easter wkd (quite a few mkts still closed today).

In this week's Macro Monday: Vive melanchon?

We focus on ze French Elections, potential pathways & positioning... as well as some updates on the Macro Monday books

We also have a dash of Trump, North Korea & Turkey...

Replay is below:

Full post should be coming shortly by our dream editing team....

Wishing everyone an exceptional week up ahead
Madjid Madjid
Thanks KVP, very interesting insights as usual, I love the new Risk On/Risk off FR Election table.
Fillon/Macron, while unlikely has been in my mind since last week (have already loaded some options just in case).
By the way Melanchon surge is similar to Bayrou back in the days (2007) see graph below,
Kay Van-Petersen Kay Van-Petersen
Hey Madjid, yeah totally. Also not sure I said this in the call.

But worth noting Melenchon in 2012 was at one point polling 17% before losing momentum & ended up tallying c. 11% of the final votes in round one.

Check out screenshot below from wikipedia,_2012
Madjid Madjid
alicia33 alicia33
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