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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
Episodes
Tuesday Jun 06, 2023
Tuesday Jun 06, 2023
Link to slide deck: https://bit.ly/3Ne8get -
Today, we note that the US equity market rally looks remarkably extended after a more than 30% advance in the Nasdaq 100 year-to-date. We also offers some thoughts on, and look at the interesting market reaction to Apple's announcement of its Vision Pro "mixed reality" headset. In commodities, the focus is on the crude oil market after the weekend OPEC+ meeting and new cuts announced there, while we note the forward risks for grains on weather concerns and deteriorating crop condition for corn in the US. In FX, the RBA announced the second consecutive surprise hike and AUDUSD is trading at critical resistance. This and more in today's pod, which features Peter Garnry on equities, Ole S. Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic