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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 Jul 06, 2021
Tuesday Jul 06, 2021
Today's slide deck: https://bit.ly/3jMnUQf -
While US technology stocks made a new all-time high risks are lurking beneath the surface with oil and natural gas prices marching ahead driven by OPEC+ decision to not increase production and limited supply of LNG to Europe while a number of gas pipelines are under maintenance. These price rises are pulling the inflation fear back into the market as higher energy prices can cause pain for households and businesses. We also talk the RBA decision overnight, weak German factory orders and why euro area yields could decline further before rising on higher inflation, the Fed's forced position in money markets, and lastly today's 1H result from Ocado. On today's podcast are Ole Hansen on commodities, Althea Spinozzi on fixed income and Peter Garnry hosting and on equities.
Intro and outro music by AShamaluevMusic