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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.
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Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
Today's slide deck: https://bit.ly/3gM2nFc -
Today we look at US tech stocks managing to pull to new all-time highs as the market continues to shake off the implications of last week's hawkish FOMC surprise. The JPY is tumbling and the Euro and dollar are also quite weak on strong risk sentiment and as the market sees a low terminal rate for any incoming Fed rate hike cycle. We also delve into oil - especially the forward curve and why it is bad news for shale producers, copper, Etsy, Jeremy Grantham's bearish equities call, FX themes and much more. Today's pod with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic