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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.
Episodes
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
Today's slide deck: https://bit.ly/3x1d26R -
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Today we look at fresh 24-year highs in USDJPY and across the board weakness in the Japanese yen as yields bob back higher and the market appears ready to challenge the Bank of Japan's belief that it can remain unmovable on policy. Tremendous volatility awaits if US long yields rise to new cycle highs. Elsewhere, we ponder risk to corporate margins from here, break down the latest on European natural gas and global crude oil prices in the wake of the OPEC+ output quota cut yesterday and much more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic