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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Today's slide deck: https://bit.ly/3ezqjez -
Today we note the extraordinary divergences in equity market internals, as value stocks of all stripes (whether they truly qualify is another issue..) are up while momentum and the most speculative stocks have suffered a notable drawdown recently. Clearly, it's all about the rise in yields and fears of incoming inflation - so we look at how stocks have performed historically in an inflationary regime, look at FX and commodity developments and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.