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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 Mar 28, 2022
Monday Mar 28, 2022
Today's slide deck: https://bit.ly/3qHZ5r5
Today we look at the latest acceleration higher in US treasury yields, with significant portions of the US yield curve now inverted, which often precedes an eventual recession, if with a highly variable lag. Also, as yields rise, the yen weakens due to the Bank of Japan's policy of capping bond yields, with the BoJ out overnight intervening to keep yields from rising, helping to trigger yet another leg lower in the nose-diving Japanese yen. We also look at commodity volatility, key equity stories and the week ahead in earnings and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic