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Saxo Bank-The fight between sentiment and fundamentals

 The fight between sentiment and fundamentals

By Peter Garnry, Head of Equity Strategy, Saxo Bank

11 May 2020 : In today’s equity update we focus on South Korea and the resurgence in new COVID-19 cases, the VIX dipping below 30 and term structure in contango suggesting that the bear market dynamics could soon end, Brazilian equity market trading a deep discount to global equities and finally that the market for fundamentals is still reluctant to jump on the bandwagon of optimism as seen in US technology stocks.

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