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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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Monday Nov 14, 2022
Monday Nov 14, 2022
Today's slide deck: http://bit.ly/3ttblgo -
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Today we continue to find reason to question the quality of this melt-up in equity markets after last Thursday's soft US CPI print, with the first prominent Fed official already out overnight with pushback against this drop in US yields. Still, that's not to say that the move can't extend in the short term, as the market is also hoping that a shift in China's Zero Covid policy is coming. Xi and Biden will meet today ahead of the G20 meeting. We also look at stocks to watch this week, an important week for earnings, the big moves in metals both precious and industrial, the US dollar and much more. Today's pod features Peter Garnry on equities and John J. Hardy hosting an on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Intro and outro music by AShamaluevMusic