Sign up to save your podcasts
Or
Share Last chance saloon for the bears for a while?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Last chance saloon for the bears for a while?
Today, we run through a number of factors, from the very tactical, to the very big picture, on why bears might try to make a stand here - with earnings season in the wings to test this wildly bullish market anyway in the weeks ahead. Regardless, Trump's new populist pronouncements on big defense companies and companies buying US housing are pivotal, as they will have strong bipartisan support. Elsewhere, geopolitics will remain a massive distraction even if markets continue to ignore developments there for now, outside of European defense stocks, at least. 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 four 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
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.
View all episodes
By SaxoStrats
4.9
122122 ratings
Today, we run through a number of factors, from the very tactical, to the very big picture, on why bears might try to make a stand here - with earnings season in the wings to test this wildly bullish market anyway in the weeks ahead. Regardless, Trump's new populist pronouncements on big defense companies and companies buying US housing are pivotal, as they will have strong bipartisan support. Elsewhere, geopolitics will remain a massive distraction even if markets continue to ignore developments there for now, outside of European defense stocks, at least. 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 four 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
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.
More shows like Saxo Market Call
View all
Macro Voices
3,073 Listeners
Top Traders Unplugged
589 Listeners
Hidden Forces
1,441 Listeners
Real Vision: Finance & Investing
903 Listeners
The Market Huddle
359 Listeners
At Any Rate
76 Listeners
Value Hive Podcast
94 Listeners
Macro Hive Conversations With Bilal Hafeez
98 Listeners
Eurodollar University
467 Listeners
Wealthion - Be Financially Resilient
374 Listeners
Forward Guidance
275 Listeners
Macro Mondays
24 Listeners
Thoughtful Money with Adam Taggart
419 Listeners
Monetary Matters with Jack Farley
162 Listeners
Geopolitical Cousins
76 Listeners