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Brace for Monday, as a new era now begins
Manage episode 461588548 series 3321526
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In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day that US markets are also closed for MLK day. Today's podcast features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.
See John's Q1 Macro Outlook here. See John's Q1 FX Outlook here. See Ole's Q1 Commodity Outlook here. See Charu's Equity Outlook here.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Please reach out to us at marketcall@saxobank.com for feedback and questions.
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