Link to slide deck: https://bit.ly/449Xw7u   -

Today we look at the market zipping back higher as the busiest day of the earnings season impressed even if Amazon's guidance spooked after the close. We also look at a very dovish Bank of Japan meeting as it sets itself up for a very leisurely policy review. The ability for the JPY to drop further will quickly depend on whether yields elsewhere turn higher again, however. A discussion of whether Germany increasingly sees China as a rival, industrial metals and food commodities and much more also on the call. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

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Intro and outro music by AShamaluevMusic