Podcast: What are real yields and bubble stocks telling us? Gold finally breaks higher.

Podcast: What are real yields and bubble stocks telling us? Gold finally breaks higher. by Saxo Group
Today we look at still very notable divergences in the US equity market, as bubble stocks and other richly valued corners of the market continue to stumble even as the broader market is looking back at the record high. Also, a discussion on what bond market, Fed expectations and breakevens vs. nominal rates are telling us, a zoom-in on big German equity names, a look at copper near record highs, while gold finally broke higher on real yields declining, a preview of today’s US jobs report and much 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:

Apple  
Spotify  
Podbean  
stitcher

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.
Saxo Market Call
Saxo Bank
Topics: Podcast Forex Equities Commodities Macro Nasdaq EURUSD Gold Crude Oil US Election

THE ULTIMATE TRADING EXPERIENCE