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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
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
Link to slide deck: https://bit.ly/3Mi1Smo -
Yesterday saw a change of tone in the US on the far weaker than expected JOLTS survey of job openings, with the market reaction seemingly far more sharp than a single data point might justify, particularly in US treasuries. This sets up even more focus on incoming US labor market data in coming days. A letter from JP Morgan's Jamie Dimon bemoaning sustained risks for banks also spooked the market and banking stocks. We also discuss the massive wave of electrification to come and some of the equities that are involved in that process, discuss FX stories like the surprising large RBNZ hike overnight and much more. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic