
Podcast: Markets scratching around for a catalyst after treasury trauma

Saxo Market Call
Summary: Market direction changes have been frequent and seem to lack conviction across assets over the last few days, perhaps a reflection of the general uncertainty on "What is next?" after the intense US Treasury sell-off last week traumatized markets. Today we wonder what comes next and look at key equity, FX and commodity developments and slap a huge question mark over the market pricing of Sea (reported yesterday) and really its entire business model. On today's call were Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting an on FX.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app:
If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at marketcall@saxobank.com and we'll look into it.
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.