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Today, we run down some of the odd factors in this market that are keeping us on the edge of our seat that something weird, and possibly ominous, is brewing, if disguised by the wall of retail, passive and corporate buyback bids in this market. We also talk incoming earnings and strong reactions to those, macro and FX and today's latest batch of must reads and listens. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast can be found on the John J. Hardy substack (with a one or two hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at marketcall@saxobank.com for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic |
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