Market partying like it is late 2021, but one asset class is on tilt.
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Market partying like it is late 2021, but one asset class is on tilt.
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Today, we look at the US market blasting to a new all time high, apparently to celebrate the dovish implications for the Fed from the government shutdown, but especially from some very weak ADP payrolls data released yesterday, which pushed US treasury yields lower. We talk geopolitics and the crude oil outlook and whether anything can stop the run higher in gold and silver with Saxo . Also, we note one asset class that is flashing red under the radar amidst all of the speculative frenzy. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
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.
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Intro and outro music by AShamaluevMusic