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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
Friday Feb 24, 2023
Friday Feb 24, 2023
Link to slide deck: https://bit.ly/3KDjvfJ -
Today we look at the expression of the China recovery narrative in markets continuing to struggle, with the Chinese currency weakening and commodities generally under pressure, with a fresh sell-off in copper overnight that reversed the recent rally. In FX, the Aussie weak on that account, while the JPY is adrift after a damp squib from Ueda's nomination hearings. Elsewhere, we delve into shareholder yield perspective for the US market, European listed companies closing in on the US in earnings margin performance, the still fragile sentiment backdrop on geopolitical concerns. We also look at the week ahead in earnings and macro data. Today's pod features Today's pod features Peter Garnry on equities, Ole Hansen on commodities and 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