

Today we sort through the quite mixed counter-reaction to the DeepSeek news that hit the market so hard at the start of the week, noting the raft of companies that have now surged after the initial reaction as lower cost AI models are seen as powering lower cost AI solutions. We also look at the commodities complex, where softs and grains are stealing the spotlight. The latest on earnings, FOMC preview and more also on the show, now with the return of the slide deck (link below)! Today's episode features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.
Link to today's slide deck: https://bit.ly/40RG7Rh
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.
100 حلقات
Today we sort through the quite mixed counter-reaction to the DeepSeek news that hit the market so hard at the start of the week, noting the raft of companies that have now surged after the initial reaction as lower cost AI models are seen as powering lower cost AI solutions. We also look at the commodities complex, where softs and grains are stealing the spotlight. The latest on earnings, FOMC preview and more also on the show, now with the return of the slide deck (link below)! Today's episode features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.
Link to today's slide deck: https://bit.ly/40RG7Rh
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.
100 حلقات
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.