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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
Thursday Aug 10, 2023
Thursday Aug 10, 2023
Link to slide deck: https://shorturl.at/inqJ8 -
The AI rally with Nvidia at its center is showing cracks with our bubble stocks basket down 13% this month and Nvidia shares breaking down technically yesterday. In today's episode we have also invited our Chief Investment Officer Steen Jakobsen to talk in more details about his big call that the economy will enter a stagflation light environment. We also touch on today's US July CPI report and what it means for bonds, the big move yesterday in natural gas due potential Australian LNG supply risks and finally we talk earnings from Novo Nordisk, Siemens, and Disney. On today's podcast are Peter Garnry on equities, Steen Jakobsen on macro, and Althea Spinozzi on fixed-income.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic