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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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2 days ago
2 days ago
Today we sort through the quite mixed counter-reaction to the DeepSeek news that hit the market so hard at the start of the week, noting the raft of companies that have now surged after the initial reaction as lower cost AI models are seen as powering lower cost AI solutions. We also look at the commodities complex, where softs and grains are stealing the spotlight. The latest on earnings, FOMC preview and more also on the show, now with the return of the slide deck (link below)! Today's episode features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.
Link to today's slide deck: https://bit.ly/40RG7Rh
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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