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Podcast: Market gives Apple’s Vision Pro a thumbs down

Podcast 15 minutes to read
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Saxo Market Call

Summary:  Today, we note that the US equity market rally looks remarkably extended after a more than 30% advance in the Nasdaq 100 year-to-date. We also offers some thoughts on, and look at the interesting market reaction to Apple's announcement of its Vision Pro "mixed reality" headset. In commodities, the focus is on the crude oil market after the weekend OPEC+ meeting and new cuts announced there, while we note the forward risks for grains on weather concerns and deteriorating crop condition for corn in the US. In FX, the RBA announced the second consecutive surprise hike and AUDUSD is trading at critical resistance. This and more in today's pod, which features Peter Garnry on equities, Ole S. Hansen on commodities and John J. Hardy hosting and on FX.


Listen to today’s podcast - slides are available via the link.

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