Go offline with the Player FM app!
If a cat has nine lives, how many lives does a bear have?
Manage episode 480196617 series 2530082
Today's slide deck: https://bit.ly/3GvSye7 -
Today we cover the latest challenge to the bearish case in the wake of Microsoft's huge recovery as AI spending commitments from that company and Meta helped lift broader market sentiment. We look at the next existential levels for badly wounded stock market bears after yesterday's price ramp, discuss gold, the latest on tariffs and trad talk prospects, the US jobs report today and Fed outlook and much more. On today's pod were Global Head of Investment Strategy Jacob Falkencrone, Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
832 episodes
Manage episode 480196617 series 2530082
Today's slide deck: https://bit.ly/3GvSye7 -
Today we cover the latest challenge to the bearish case in the wake of Microsoft's huge recovery as AI spending commitments from that company and Meta helped lift broader market sentiment. We look at the next existential levels for badly wounded stock market bears after yesterday's price ramp, discuss gold, the latest on tariffs and trad talk prospects, the US jobs report today and Fed outlook and much more. On today's pod were Global Head of Investment Strategy Jacob Falkencrone, Head of Commodity Strategy Ole Hansen and Global Head of Macro Strategy John J. Hardy.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
832 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.