4.8M
Downloads
1154
Episodes
From macroeconomy and politics to stocks and bonds, commodities and forex, the Saxo Market Call is a weekly show for all investors who want to be updated on what moves financial markets in an inspiring and engaging way.
Episodes
Friday Jul 09, 2021
Friday Jul 09, 2021
Today's slide deck: https://bit.ly/3dZG8K2 -
Yesterday finally saw a proper risk-off across all asset classes but it did reverse later during the US session spilling over today with USDJPY, US 10-year yields, commodities and equities higher. This week has smelled of technical selloff and repositioning on the reflation trades, so we recommend investors to put less weight on this week's price action. In today's podcast we also discuss our theme equity theme basket on cannabis and the growth vs value valuation spread which has hit dot-com levels. On commodities we discuss what happened this week, the rebound in oil and whether it has legs, and finally corn testing recent lows. On today's podcast are Ole Hansen on commodities and Peter Garnry hosting and on equities.
Intro and outro music by AShamaluevMusic