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cover of episode Make or break time for US equity market bears and Tesla to boot.

Make or break time for US equity market bears and Tesla to boot.

2025/5/20
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Saxo Market Call
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John Hardy
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Deep Dive

Chapters
This chapter analyzes the recent volatility in the US equity market, noting the significant divergence between leading and coincident economic indicators. It also discusses the progress of the Trump bill and its potential impact on the market, along with technical analysis and indicators like the Bitcoin price.
  • Significant divergence between leading and coincident economic indicators, a classic setup for recessions.
  • Progress of the Trump bill, focusing on political wrangling over spending cuts and tax adjustments.
  • Technical analysis of US equity markets, including key resistance levels and moving averages.
  • Bitcoin's price as an indicator of market liquidity.

Shownotes Transcript

Today, we check in on the technical status of the US equity market, noting meanwhile that leading versus coincident indicators on the economy have yawned to one of their greatest divergences in the past 50 years, something that usually coincides with trouble. Thoughts on make or break time for Tesla, geopolitics, FX, US treasuries and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

 

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