In today's podcast, we look at what has taken shape this week across markets this week, especially the drop in US treasury yields. Above all, however we discuss what we and the markets are bracing for as Trump 2.0 kicks off with Monday's inauguration event in Washington DC, a day that US markets are also closed for MLK day. Today's podcast features Ole Hansen, Head of Commodity Strategy and John J. Hardy, Chief Macro Strategist.
See John's Q1 Macro Outlook here. See John's Q1 FX Outlook here. See Ole's Q1 Commodity Outlook here. See Charu's Equity Outlook here.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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