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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 May 07, 2021
Friday May 07, 2021
Today's slide deck: https://bit.ly/33kVDXB -
Today we look at still very notable divergences in the US equity market, as bubble stocks and other richly valued corners of the market continue to stumble even as the broader market is looking back at the record high. Also, a discussion on what bond market, Fed expectations and breakevens vs. nominal rates are telling us, a zoom-in on big German equity names, a look at copper near record highs, while gold finally broke higher on real yields declining, a preview of today's US jobs report and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic