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Podcast: Earnings fundamentals, inflation and Trump’s health Podcast: Earnings fundamentals, inflation and Trump’s health Podcast: Earnings fundamentals, inflation and Trump’s health

Podcast: Earnings fundamentals, inflation and Trump’s health

Podcast
Saxo Market Call

Summary:  Today we look at what could prove a very choppy week ahead, with the overhanging question of US President Trump's health, the fate of US stimulus and the beginnings of earnings season all on the agenda this week. We also look at whether the US treasury market is signaling inflation worries and speculative positioning there, developments in Facebook, key commodities, the US dollar and more. 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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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.

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