This is nuts - when's the intervention?
Today, we wonder how long markets can take any extension of the latest rather brutal sell-off in global bonds, which have taken the entire US yield curve from 5-years and out to new post-global financial crisis highs. Also, a look at the macro and FX reaction to bond market developments, the risk to macro trades if intervention is incoming at some point, and the three central bank meetings this morning. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links
FTAlphaville passed along an archived The Verge article on Meta's latest big scramble to diversify its business model away from over-reliance on its core "social media" platforms with Muse and now the Muse Charm.
Should we just stop? (Unplug from the social media and influencer rate race that no longer connects us in meaningful ways?). We probably should, but will we and how?
Meanwhile, the AI data centre buildout is the largest single investment boom ever, as a percent of GDP, than the canal building, railroad and electrification infrastructure buildouts combined.
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at marketcall@saxobank.com for feedback and questions.
Click here to open an account with Saxo.
Intro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
Links
FTAlphaville passed along an archived The Verge article on Meta's latest big scramble to diversify its business model away from over-reliance on its core "social media" platforms with Muse and now the Muse Charm.
Should we just stop? (Unplug from the social media and influencer rate race that no longer connects us in meaningful ways?). We probably should, but will we and how?
Meanwhile, the AI data centre buildout is the largest single investment boom ever, as a percent of GDP, than the canal building, railroad and electrification infrastructure buildouts combined.
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at marketcall@saxobank.com for feedback and questions.
Click here to open an account with Saxo.
Intro music by AShamaluevMusic
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.