Outrageous Predictions
Révolution Verte en Suisse : un projet de CHF 30 milliards d’ici 2050
Katrin Wagner
Head of Investment Content Switzerland
Résumé: Today, a look at a modest US equity market rally as we wonder whether those pressing recent themes within AI winners vs. AI losers have overextended themselves. In any case, equity technicals look pivotal here, as does the USD and JPY outlook in key pairs, all while we wonder whether markets, outside of the crude oil market itself, are too complacent in continuing to ignore the risk of the outbreak of a war or regime change attempt in Iran. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Hormuz risk premium rises as US military buildup near Iran lifts crude