Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Summary: Today we look at new record highs for gold, the Nasdaq 100 index and even US treasuries and ponder the drivers, correlations and perhaps the sense of cognitive dissonance as well from these developments. A look at the Turkish lira risks, individual equity stories and much more in the call today.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app: