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Today, a look at Japan's political earthquake as Takaichi emerges victorious after the oddsmakers and the market got the situation completely wrong, sending the yen sharply lower. But will this initial reaction to her victory stick in the longer run? Elsewhere, France's political dysfunction takes on new urgency as the latest PM has now resigned. Also, Palantir suffers a glitch, market internals are ablaze with divergences, some great must reads and listens on Japan and credit and more. 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 [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER
By SaxoStrats4.9
122122 ratings
Today, a look at Japan's political earthquake as Takaichi emerges victorious after the oddsmakers and the market got the situation completely wrong, sending the yen sharply lower. But will this initial reaction to her victory stick in the longer run? Elsewhere, France's political dysfunction takes on new urgency as the latest PM has now resigned. Also, Palantir suffers a glitch, market internals are ablaze with divergences, some great must reads and listens on Japan and credit and more. 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 [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
DISCLAIMER

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