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Podcast: US yield spike demands attention. EURUSD jumps above 1.20 Podcast: US yield spike demands attention. EURUSD jumps above 1.20 Podcast: US yield spike demands attention. EURUSD jumps above 1.20

Podcast: US yield spike demands attention. EURUSD jumps above 1.20

Podcast 16 minutes to read
Saxo Market Call

Summary:  Today we highlight the sudden rise in US yields that deserves perhaps the most attention of any market development, as rising yields are a strong challenge to growth stock valuations for stocks that have proven such outperformers in recent market history. We also look at the US stimulus package news that may be behind yesterday's treasury sell-off and the plunge in the US dollar. A look at gold and oil positioning and the future of energy demand also on the call. Today with 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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Outrageous Predictions 2023: The War Economy

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  • USDJPY fixed to the USD at 200 as Japan overhauls financial system

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  • Tax haven ban kills private equity

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