July 02, 2025

Three big questions in the week ahead.

26 minutes

Today's slide deck: https://bit.ly/46utCye -

Today we note interesting divergences in the US equity market as the Nasdaq posted an ugly session while small caps surged. We also look at three key event risks for the US dollar and global markets in the coming week, round up the commodity market performance in the first half of the year and discuss the themes we expect to emerge in the second half. A great list of must reads in the slide deck and more. Today's pod with Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy hosting.

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