
Podcast: The huge shift in equity market internals

Saxo Market Call
Summary: Today we note the extraordinary divergences in equity market internals, as value stocks of all stripes (whether they truly qualify is another issue..) are up while momentum and the most speculative stocks have suffered a notable drawdown recently. Clearly, it's all about the rise in yields and fears of incoming inflation - so we look at how stocks have performed historically in an inflationary regime, look at FX and commodity developments 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.
Follow Saxo Market Call on your favorite podcast app:
If you are not able to find the podcast on your favourite podcast app when searching for Saxo Market Call, please drop us an email at marketcall@saxobank.com and we'll look into it.
Questions and comments, please!
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.
Latest Market Insights
Disclaimer