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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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Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Today's slide deck: https://bit.ly/3sEsa5e -
Market direction changes have been frequent and seem to lack conviction across assets over the last few days, perhaps a reflection of the general uncertainty on "What is next?" after the intense US Treasury sell-off last week traumatized markets. Today we wonder what comes next and look at key equity, FX and commodity developments and slap a huge question mark over the market pricing of Sea (reported yesterday) and really its entire business model. On today's call were Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting an on FX.