The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Today we look at US President Trump's tweet storm late yesterday in which he asked Republican colleagues to halt negotiations with House Democrats on further stimulus as he is only willing to agree to very limited measures until a possible second term. We look at the implications of this development across markets and much more. Today with Althea Spinozzi on bonds, 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.
Follow Saxo Market Call on your favorite podcast app: