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P130922 via Apple Podcasts ·
Switzerland ·
08/05/22
Slide deck: https://bit.ly/3QoPX5l -
Click here to open an account with Saxo -
Today we look at market complacency continuing as the market seems to be pricing in a soft landing for the economy and eventual disinflation. We compare the course of the current US equity market drawdown from...
Slide deck: https://bit.ly/3zW1dk7 -
Click here to open an account with Saxo -
Today we look at the market reaction to surprisingly strong ISM Services survey for July, which was completely at odds with the very weak July S&P Global Services PMI. We also discuss the implications and lack...