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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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Friday Feb 26, 2021
Friday Feb 26, 2021
Today's slide deck: https://bit.ly/3aW4gMP -
Today we delve into the enormous spike in US treasury yields yesterday, in part triggered by a weak 7-year treasury auction and how the accompanying spike in real yields finally set off an across the board deleveraging wave, dangerously sending correlations across asset markets towards one, with commodities and credit also seeing some contagion yesterday. We look through how quickly the Fed might respond from here to the situation and the ongoing danger of the "ARK-Tesla-Bitcoin" Nexus specifically. Today with Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.