Saxo Market Call

Growth concerns put a dent on markets

August 3, 2021

Today's slide deck:   -

Today we discuss the dramatic decline in Tencent shares as a Chinese newspaper is hinting that gaming could be the next target of China's crackdown on the technology sector. We also take a look at the shipping industry and Maersk's recent profit guidance. Finally on equities we discuss earnings from BMW and Infineon Technologies. On commodities we touch on gold lack of reaction to new low in US real yields, oil demand and the Delta variant, and finally the positive roll yield observed across more and more commodities. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.

Intro and outro music by AShamaluevMusic

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