Link to slide deck: https://bit.ly/44jjofR   -
Today we look at another weak day for equities, with the selling concentrated in the mega-cap and AI-linked names after a Goldman downgrade of Tesla. Despite the extension of the sell-off, market fear measures remain very low. In FX, China puts up a fight against the yuan weakening trend. In corporate credit, we note an interesting turn for the worse in high yield relative to investment grade debt, noting the high nominal rates that less credit-worthy names will have to refinance at in this environment. We also preview debt-addled Walgreen Boots Alliance, which is reporting earnings today, as well as focusing on what to watch for in today's US data, particularly the June Consumer Confidence report up later today. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo   -
Intro and outro music by AShamaluevMusic

Link to slide deck: https://bit.ly/44jjofR - Today we look at another weak day for equities, with the selling concentrated in the mega-cap and AI-linked names after a Goldman downgrade of Tesla. Despite the extension of the sell-off, market fear measures remain very low. In FX, China puts up a fight against the yuan weakening trend. In corporate credit, we note an interesting turn for the worse in high yield relative to investment grade debt, noting the high nominal rates that less credit-worthy names will have to refinance at in this environment. We also preview debt-addled Walgreen Boots Alliance, which is reporting earnings today, as well as focusing on what to watch for in today's US data, particularly the June Consumer Confidence report up later today. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo - Intro and outro music by AShamaluevMusic

Link to slide deck: https://bit.ly/44jjofR&nbsp; &nbsp;-
Today we look at another weak day for equities, with the selling concentrated in the mega-cap and AI-linked names after a Goldman downgrade of Tesla. Despite the extension of the sell-off, market fear measures remain very low. In FX, China puts up a fight against the yuan weakening trend. In corporate credit, we note an interesting turn for the worse in high yield relative to investment grade debt, noting the high nominal rates that less credit-worthy names will have to refinance at in this environment. We also preview debt-addled Walgreen Boots Alliance, which is reporting earnings today, as well as focusing on what to watch for in today's US data, particularly the June Consumer Confidence report up later today. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team&nbsp;here.
Click here to open an account with Saxo&nbsp; &nbsp;-
Intro and outro music by AShamaluevMusic

High flyers get big haircut, but fear levels very low.

For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.

Share High flyers get big haircut, but fear levels very low.

Sign up to save your podcasts

High flyers get big haircut, but fear levels very low.

High flyers get big haircut, but fear levels very low.

More shows like Saxo Market Call

Top Traders Unplugged

Macro Voices

Hidden Forces

Real Vision: Finance & Investing

Superinvestors and the Art of Worldly Wisdom

The Market Huddle

Macro Hive Conversations With Bilal Hafeez

Eurodollar University

The Grant Williams Podcast

Wealthion - Be Financially Resilient

Forward Guidance

The Macro Trading Floor

Macro Mondays

Thoughtful Money with Adam Taggart

Monetary Matters with Jack Farley