Many moving parts ahead of next week's seminal event
Summary: Today, a look at the market trying to continue its bounce-back from Friday's meltdown in especially chip stocks, interesting news flow on the AI data center financing front, lots on macro and FX and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Listen to the full episode now or follow the Saxo Market Call on your favourite podcast app.
Links
- Today's The FX Trader from John
- The great Izabella Kaminska with second order thinking in an X post on the possible signal from China's ability to crater its oil imports.
- "Is the iPhone birth control?", asks an academic paper FTAlphaville links to, which is a study linking the launch of the iPhone in the US with lower fertility. Now imagine what widespread immersive AI will do...
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.This content is marketing material and should not be considered investment advice. Trading financial instruments carries risks and historic performance is not a guarantee for future performance.
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