Markets largely looked away from the Trump mob storming Capitol Hill and instead chose to toast the implications of the two Georgia Senate run-off races falling in the Democrats’ favour on Dem promising new $2,000 stimulus checks when the new Congress meets. We also look at the most important development across markets: the sharp break higher in long US yields, and look at the implications. Elsewhere, we note Chinese market underperformance overnight on the risk of US moves against major Chinese companies. Today on the call are Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX
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 firstname.lastname@example.org 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 email@example.com.
Saxo Market Call