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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
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![The disinflationary no landing nirvana?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Thursday Jul 13, 2023
The disinflationary no landing nirvana?
Thursday Jul 13, 2023
Thursday Jul 13, 2023
Link to slide deck: https://shorturl.at/hyW13 -
Equities got the best of all worlds yesterday with US June inflation figures surprising to the downside painting a perfect picture of lower inflation, higher real disposable income, and no landing in the global economy (maybe even an acceleration?) leading to a US yield curve steepening with long bond yields declining. With animal spirits already running high this new setup took US equities to new highs for the cycle and the highest close in 15 months. We also cover the moves across other asset classes as the USD fell sharply and gold and silver rallied hard. This and more on today's pod, which features Peter Garnry on equities, Ole S Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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