Podcast: Stocks make fresh bullish bid on earnings. BoJ to take its sweet time Podcast: Stocks make fresh bullish bid on earnings. BoJ to take its sweet time Podcast: Stocks make fresh bullish bid on earnings. BoJ to take its sweet time

Podcast: Stocks make fresh bullish bid on earnings. BoJ to take its sweet time

Podcast 20 minutes to read
Saxo Market Call

Summary:  Today we look at the market zipping back higher as the busiest day of the earnings season impressed even if Amazon's guidance spooked after the close. We also look at a very dovish Bank of Japan meeting as it sets itself up for a very leisurely policy review. The ability for the JPY to drop further will quickly depend on whether yields elsewhere turn higher again, however. A discussion of whether Germany increasingly sees China as a rival, industrial metals and food commodities and much more also on the call. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting.


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