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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Friday Jan 31, 2025
Does the market think Trump is bluffing?
Friday Jan 31, 2025
Friday Jan 31, 2025
Today's slide deck: https://bit.ly/40SLUGi
Today we look at the tepid market reaction to Trump's threat of imminent tariffs on Canada and Mexico as we wonder whether the market refuses to react until the tariffs are actually in force, thinking some last minute deal will avoid them.
Also, lots to sift through in the blitz of earnings announcements incoming this week and next, as well as some thoughts on the ECB, EURUSD and macro data in store for us in the coming week. On today's pod were Global Head of Investment Strategy Jacob Falkencrone, with Head of Macro Strategy John J. Hardy hosting.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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