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Treasury market reaction to US CPI the next key.
Summary: Today, an emphasis on the importance of this US July CPI hurdle today and different scenarios based on what the data shows, all while emphasizing that geopolitics and the crude oil price are a very important independent variable as well. Also, a look at more AI hardware companies reporting yesterday and the market reception of those earnings reports as well as the next batch of AI-adjacent companies reporting today. Some quality links discussed in today's podcast as well on everything from Fed communication policy to the risks from AI replacing search. Today's pod 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 favourite podcast app.
Links
- Mike Green is striking out on a new adventure, one that will eye opportunities in the inefficiencies created by increasingly dominant passive flows.
- Michael McNair responds to a Stephen Roach substack article on China's Deepening Japan Problem.
- Michael Every's latest Global Daily from Rabobank, with some great comments and sub-links
- Canada's The Walrus with a great piece discussed on today's pod, outlining the risks to the entire quality of the internet as AI results replace Google search.
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