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Market dons the rose-tinted glasses and USD is breaking down.

Podcast 21 minutes to read
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Saxo Market Call

Summary:  Today we look at the further strong resurgence in risk assets, noting in particular the first signs of a comeback in some of the most beaten down names in software of late. Elsewhere, Oracle, the most beaten down name in our AI basket was the strongest performer on the S&P 500 Monday. Also, a look at what looks like a fresh bear trend developing in the US dollar, thoughts on the importance of the incoming Trump-Xi summit and much more on today's pod, which is 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 favorite podcast app.

Links

John's The FX Trader from today, covering the USD sell-off, latest reads on FX trends, USDJPY technicals and more.

A very long form interview with the great Craig Tindale on China's "gaming the system", the rest of the world's physical supply chain challenges and much more.

Shanaka Anslem Perera discusses Iran's short fuse on dealing with any disruption to its oil output flows if the US is indeed going after a blockade on Iranian exports as a pressure tactic. Also, did a US-sanctioned ship bound for China just slip through the blockade?

Macrovoices interviewed Adam Rozencwajg on what comes next after the Iran war crisis. (Sustained higher oil prices, he believes.)

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.

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