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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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Tuesday Oct 12, 2021
Tuesday Oct 12, 2021
Today's slide deck: https://bit.ly/2X2cfne -
Today we continue to outline our laundry list of concerns as the energy crunch continues its vice grip and as bonds are providing zero offsetting returns when equities come under pressure, and yet the VIX forward curve suggests ongoing complacency. We also look at yields and yield curves, which continue to suggest that markets don't believe central banks are at risk of making a policy mistake. In FX, we zoom in on the sterling outlook, while earnings season is heating up in the US, with an interesting company Fastenal reporting today. Today's pod features Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic