Global bond yields are the captain now.

Today, a look at global bond yields setting the agenda across markets, the "nothingburger" Xi-Trump summit failing to make waves, the king of earnings reports coming in this week in the form of Nvidia's call after the close on Wednesday, a look at key macro and FX developments and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy

Links

• Bloomberg article says power prices are spiraling higher in the US' largest electric grid due to data center demand
• FTAlphaville says that China is not Japan, but "its real estate market has been doing a darn good impression."
• Mike Green was on Macrovoices, talking passive investing, lack of inflation risks and potential for Fed cuts surprisingly soon.

About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.

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