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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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Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Today's slide deck: https://bit.ly/3yDBdWF -
Today we look at the Chinese rebound overnight and note the terrible relative performance this month and for the year-to-date for China relative to India, which is not plagued by the same regulatory uncertainties. But we continue to wax very cautious on the very extended US market even if we are unable to see any specific negative catalyst on the horizon. Thoughts on the German and French elections, EU sovereign bonds after a yield jump yesterday, FX, defense stocks now that US President Biden has declared the US done with nation-building and more on the pod today, which features Christopher Dembik on macro, Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic