Europe wobbling again as US posts another all-time high.
Today, a look at Europe and the euro looking suddenly troubled again today as France continues to draw negative attention and Eurozone sovereign yield spreads have widened again today after France's Le Pen presented a long term budget plan on Tuesday. Elsewhere, sterling is charging higher against the single currency and Musk's net worth is back close to a trillion USD, chiefly on his SpaceX holdings. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links
Liaquat Ahamed has written a new book - I have it down as my next read: 1873: The First Great Depression and the Making of the Modern World. It could be a timely one to consider if the current investment binge ends up driving a similar outcome.
Michael Burry recommended a paid substack with a deep-dive on Nvidia and its prospects.
Don't know what to say about this other than to put it out there, but there has been some considerable speculation that Xi Jinping may be suffering from poor health.
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.
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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
Liaquat Ahamed has written a new book - I have it down as my next read: 1873: The First Great Depression and the Making of the Modern World. It could be a timely one to consider if the current investment binge ends up driving a similar outcome.
Michael Burry recommended a paid substack with a deep-dive on Nvidia and its prospects.
Don't know what to say about this other than to put it out there, but there has been some considerable speculation that Xi Jinping may be suffering from poor health.
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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