Asymmetric risks in a busy week ahead
Today - a look at a fresh spike in crude oil and bond yields spooking risk sentiment and gold bugs as we look at a busy week ahead on the macro calendar, especially for US data, but also an historic moment awaits the UK in tomorrow's speech from PM Burnham. The stakes are high for gilts and sterling. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links
Again, here is the link from Friday to the fascinating article about the possible reason for the end of the Bronze Age (also might be what took out Troy rather than Odysseus and his gang in the Trojan horse, by the way) - the spread of iron weapons, which "democratized violence" As well as whether (we ardently hope not) there is a parallel of a kind in our age in the form of drone technology.
FTAlphaville article covers whether enough data centers will be built (or importantly to be plugged in to the power grid) to house all of the GPU's and other hardware that is supposedly set to be produced over the next handful of years.
The Big Read in the FT today is on AI hyperscaler debt and how it is transforming debt markets globally.
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
Again, here is the link from Friday to the fascinating article about the possible reason for the end of the Bronze Age (also might be what took out Troy rather than Odysseus and his gang in the Trojan horse, by the way) - the spread of iron weapons, which "democratized violence" As well as whether (we ardently hope not) there is a parallel of a kind in our age in the form of drone technology.
FTAlphaville article covers whether enough data centers will be built (or importantly to be plugged in to the power grid) to house all of the GPU's and other hardware that is supposedly set to be produced over the next handful of years.
The Big Read in the FT today is on AI hyperscaler debt and how it is transforming debt markets globally.
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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