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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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Monday May 15, 2023
Monday May 15, 2023
Link to slide deck: https://bit.ly/3pIVWto -
Today we note the release of the preliminary University of Michigan sentiment survey, which showed the expectations component tanking badly while longer term inflation expectations suddenly ticked higher to their highest since 2011. Elsewhere, we note huge US credit growth as a possible sign of distress, the important macro data and earnings reports in the week ahead, the lack of a notable animal spirits in either direction in equities and much more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic