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 delve into the market's positive start to the week and the blitz of big earnings reports ahead, including Wednesday's bonanza of US megacaps reporting. Also, a wrap of the huge correction in the grains market last week and whether it marks a trend change, what is driving the weaker US dollar narrative and more. Today's call 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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