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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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Tuesday Sep 28, 2021
Tuesday Sep 28, 2021
Today's slide deck: https://bit.ly/3idjgco -
Today we discuss whether the global energy crunch issue, after another day with massive rises in natural gas prices and Brent crude crossing the 80 dollar/barrel threshold, is set to administer a "Eureka moment" to markets and trigger a run for cover. An additional issue that could pressure risky asset valuations is the recent sharp rise in global yields, with US yields leading the way. A look at natural gas, new highs in cotton prices, the US treasury yield levels and an incoming auction today, Polestar going public and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic