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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
Friday Jul 01, 2022
Friday Jul 01, 2022
Slide deck: https://bit.ly/3nvy7RF -
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Today we look at commodities markets in the driver's seat as industrial metals prices resumed their nosedive, precious metals are trading near key levels, and crude oil sold off steeply, which in turn set the path lower for global yields. All of this is supportive of the Japanese yen, which spiked since late yesterday in the wake of a hot June Tokyo CPI release. We also review the equity market performance of the first half of 2022, note that financial conditions are tightening viciously, discuss Micron's very bad earnings report, the forward outlook for Q2 earnings and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic