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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
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![Bull market status teetering in places](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Monday Jun 26, 2023
Bull market status teetering in places
Monday Jun 26, 2023
Monday Jun 26, 2023
Link to slide deck: https://bit.ly/43Z2TFZ -
Today we discuss equity markets where the bull market status is teetering, and the weak internals in many themes and sectors in the US even as the headline advance has not yet reversed much of the recent large rally wave. We take a look at the limited impact from the kerfuffle in Russia at the weekend, note the importance of food prices, especially driven by wheat. We also offer some thoughts on where we stand with the AI theme, outline the incoming earnings reports for the week ahead, interesting stretched positioning in some currencies, and more. Today's pod, which features Peter Garnry on equities, Ole Hansen on commodities 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