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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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Thursday Jun 10, 2021
US treasury yields dip further ahead of hottest expected CPI in decades.
Thursday Jun 10, 2021
Thursday Jun 10, 2021
Today's slide deck: https://bit.ly/3ziuD9G -
Today we look at very quiet markets ahead of what should be a highly anticipated US CPI release, but with a market concerned that it will be months before the "whether inflation is transitory" issue is settled. In any case, treasuries continue to be an unreliable indicator and may be finding strength on overwhelming liquidity rather than on the inflation or economic outlook. We also talk gold, crude oil, the outlook for 70's style inflation, ECB and EU sovereign debt, whether SEC moves are a threat for Virtu and the Robinhood IPO and much more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic