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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 Dec 02, 2020
Wednesday Dec 02, 2020
Today's slide deck: https://bit.ly/2VqNyfU -
Today we highlight the sudden rise in US yields that deserves perhaps the most attention of any market development, as rising yields are a strong challenge to growth stock valuations for stocks that have proven such outperformers in recent market history. We also look at the US stimulus package news that may be behind yesterday's treasury sell-off and the plunge in the US dollar. A look at gold and oil positioning and the future of energy demand also on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.