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SaxoStrats SaxoStrats SaxoStrats

Podcast: Twin US treasury yield and USD wrecking balls still swinging

Podcast 20 minutes to read
StratsPodcast-400x400-nologo
Saxo Market Call

Summary:  Today we look at the positive correlation between equities and treasuries after Wall Street tried to piece together a strong close to last week after a large intra-week sell-off. But the comeback attempt is crumbling suddenly as the week gets underway, with US treasury futures selling off again and the US dollar firming broadly. Elsewhere, we look at the further spike in oil, delve into FX levels and correlations, preview the week ahead in equity earnings and macro event risks and much 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.

Quarterly Outlook Q3 2022: The Runaway Train

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  • The pressure is on as the wind leaves the sails

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  • Why the Fed can never catch up and what turns the US dollar lower?

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  • Bank of Japan: Swimming against the tide

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  • Crisis redux for the eurozone?

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  • Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on Equities

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  • China: the train of new development paradigm left the station two years ago

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