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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.
Episodes
Tuesday Jun 13, 2023
Tuesday Jun 13, 2023
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Today, we look at the market rally extending higher and verging on melt-up status. On that note, interesting to see whether the Fed's "third mandate" of financial conditions, or arguably the S&P 500, will play any role in its decision on whether to hike tomorrow, with most believing the Fed is set to pause and possibly hike in July. Of course, today's CPI will weigh as well. We also talk commodities after China's surprise rate cut, including copper, corn and uranium and note the AI-hype in individual equity names bordering on the absurd as seen in yesterday's Oracle earnings report and related headlines. This an more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic