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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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Wednesday May 26, 2021
Wednesday May 26, 2021
Today's slide deck: https://bit.ly/3ugWvHC -
Today the chief theme across markets is the Fed's ongoing tsunami of liquidity provisioning and the distortions it is creating across markets and possibly unreliable signals in treasury markets, as seen in a very strong 2-year Treasury auction yesterday. Gold is certainly enjoying the liquidity bonanza and low rates, while the kiwi spiked on more hawkish than expected guidance from the RBNZ. Also on the call, we ponder whether EM equities may be bottoming out, earnings coming up from Nvidia and others and next steps for crude oil. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic