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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 Oct 15, 2021
Friday Oct 15, 2021
Today's slide deck: https://bit.ly/3vgcw2P -
Today we look at an equity market that is in melt-up mode after key resistance fell away in major US equity indices and as tamed long US yields and a weak US dollar are adding fuel to the fire. We fail to see yields heading much lower still without indicating something rather ominous. Elsewhere, a breakdown of the movers and shakers in FX, Bunds over-correcting on growth downgrades for Germany (because of supply constraints, not weak demand), credit, and today's key data points - especially the inflation expectations part of the University of Michigan sentiment survey, which reveals interesting possible source of a seemingly strong economy with weak sentiment. Today's pod features Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic
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