Treasury market reaction to US CPI the next key
Today, an emphasis on the importance of this US July CPI hurdle today and different scenarios based on what the data shows, all while emphasizing that geopolitics and the crude oil price are a very important independent variable as well. Also, a look at more AI hardware companies reporting yesterday and the market reception of those earnings reports as well as the next batch of AI-adjacent companies reporting today. Some quality links discussed in today's podcast as well on everything from Fed communication policy to the risks from AI replacing search. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links
Aitken Advisors James Aitken ponders whether Jackson Hole is becoming a more significant event risk after Fed Chair Kevin Warsh flubbed his latest press conference.
Mike Green is striking out on a new adventure, one that will eye opportunities in the inefficiencies created by increasingly dominant passive flows.
Michael McNair responds to a Stephen Roach substack article on China's Deepening Japan Problem.
Michael Every's latest Global Daily from Rabobank, with some great comments and sub-links
Canada's The Walrus with a great piece discussed on today's pod, outlining the risks to the entire quality of the internet as AI results replace Google search.
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
Aitken Advisors James Aitken ponders whether Jackson Hole is becoming a more significant event risk after Fed Chair Kevin Warsh flubbed his latest press conference.
Mike Green is striking out on a new adventure, one that will eye opportunities in the inefficiencies created by increasingly dominant passive flows.
Michael McNair responds to a Stephen Roach substack article on China's Deepening Japan Problem.
Michael Every's latest Global Daily from Rabobank, with some great comments and sub-links
Canada's The Walrus with a great piece discussed on today's pod, outlining the risks to the entire quality of the internet as AI results replace Google search.
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.
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not the earnings call.
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