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Saxo Market Call
SaxoStrats
100 episodes
3 days ago
Saxo Bank’s strategy team delivers market insights across all asset classes.
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Investing
Business,
News,
Business News
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All content for Saxo Market Call is the property of SaxoStrats and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Saxo Bank’s strategy team delivers market insights across all asset classes.
Show more...
Investing
Business,
News,
Business News
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/a7/c5/36/a7c536bb-a394-a07e-ccff-5433bf1f92d8/mza_10943984062785401540.jpg/600x600bb.jpg
The music has suddenly changed. It feels like a huge vibe shift.
Saxo Market Call
22 minutes 18 seconds
4 days ago
The music has suddenly changed. It feels like a huge vibe shift.
Today we break down another day of wild divergences relative to recent market action, as former dud sectors are suddenly outperforming like crazy, a sudden vibe shift that feels significant, if mysterious. As well, we note the volatility in US treasury markets and FX on Treasury Secretary Bessent's latest dovish comments on where Fed policy should be and on need for the BoJ to hike rates. Also on today's podcast, Apple's slate of new hardware products, upcoming macro and earnings releases, today's links and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic
Saxo Market Call
Saxo Bank’s strategy team delivers market insights across all asset classes.