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Podcast: Cognitive dissonance as super-strength US data sees treasuries rally

Podcast 20 minutes to read
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Saxo Market Call

Summary:  Today we delve into the incredibly strong US data yesterday, which the US treasury market not only shrugged off, but rallied on, which could suggest a cautious stance on the view that strong data will ease quickly once the stimulus sugar rush fades - but why then do US equities remain on fire. Also on the call, the yield crush helps gold tease pivotal resistance as key pro-cyclical commodities are up almost across the board recently, some thoughts on GBP and FX and more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

Listen to today’s podcast and have a look at today’s slide deck.

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Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

Q4 Outlook 2022: Winter is coming

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  • Autumn can become ugly for equities and bond holders. Comfort for Dollar longs

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  • The next stock market sector to watch, with stocks going nuclear

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