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 try to sort through the market's condition after the trauma of late last week and ponder the implications of the FT's story on Softbank and its heavy new involvement in speculating in US tech names. Also a look at interesting moves on Friday in treasuries, crude oil's sudden weakness, key event risks for the week ahead and much 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.
Follow Saxo Market Call on your favorite podcast app: