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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.
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Thursday Jun 22, 2023
Thursday Jun 22, 2023
Link to slide deck: https://bit.ly/42XXv4G -
Today we look at another weak day for the US equity market, but note that the VIX continues to shrug off the soft risk sentiment, closing at a new cycle low yesterday. We cover the hefty menu of central banks meeting today, with the Norges Bank hiking 50 basis points (market was divided on what they would do) as we were recording the podcast. We also look at heavily inverted yield curves, whether the Bank of England can deliver sufficiently hawkish guidance today to clear the bar of expectations, stocks to watch, including in agribusiness as grain prices are soaring and much more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic