Daily Morning Call

From the Floor: Bullish USD 'Trump trade' in retreat — #SaxoStrats

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   • Yen surging higher, driving Topic and Nikkei 225 indices lower
   • 'We are going to see what America First really looks like': Larsen
   • USDJPY could head towards 110 at the lower extreme: hardy
   • Earnings forecasts show mild reaction to new administration
   • Macro remains mildly bullish supporting overweight cyclicals
   • US oil drillers add 29 rigs last week, biggest jump since April 2013