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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.
Episodes
Monday May 22, 2023
Monday May 22, 2023
Link to slide deck: https://bit.ly/3q5bWGh -
Today we discuss the collapse in the US debt ceiling talks on Friday, with little to guide us on what happens next, but with markets mostly in a complacent mood on the issue. We also look at China's partial ban on Chinese companies using US chip-maker Micron's products, upcoming earnings this week, including Nvidia, which has been bulled up on its links to powering the AI future. In commodities, the focus is on grains and other softs already seeing a possible impact from the shift to an El Nino climate pattern. Gold technicals also deserve a mention as higher us treasury yields pressure higher. This and more in 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 Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic