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The waiting is the hardest part
Manage episode 513912938 series 2530082
Markets are hopeful that we get some kind of new US-China detente on trade ahead of a purported Xi-Trump summit "later this month". The stakes couldn't be higher. Plenty more to talk about as well as metals continue to scream higher in a slightly nervy market. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
No substack post today on the John J. Hardy substack, but here's a link discussed in today's pod (HT FTAlphaville) on What happens when Chinese resolve meets American rent-seeking?
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
914 episodes
Manage episode 513912938 series 2530082
Markets are hopeful that we get some kind of new US-China detente on trade ahead of a purported Xi-Trump summit "later this month". The stakes couldn't be higher. Plenty more to talk about as well as metals continue to scream higher in a slightly nervy market. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
No substack post today on the John J. Hardy substack, but here's a link discussed in today's pod (HT FTAlphaville) on What happens when Chinese resolve meets American rent-seeking?
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
914 episodes
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