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cover of episode Silver rips as Musk-Trump bromance trips

Silver rips as Musk-Trump bromance trips

2025/6/6
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Saxo Market Call
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J
John J. Hardy
O
Ole Hansen
Topics
John J. Hardy: 特朗普和马斯克的争端升级，尤其是在马斯克指责特朗普与爱泼斯坦有关联之后，这给市场带来了不确定性。特斯拉股价的大幅下跌，市值蒸发了1400亿至1500亿美元，加剧了市场的担忧情绪。我认为，特斯拉的负面消息对整个投机性股票领域产生了不利影响，Palantir等股票也受到波及。加密货币市场也出现了大幅下跌，虽然有所反弹，但整体情绪仍然受到压制。纳斯达克指数也出现了一定程度的下跌，技术面上看，这是一个不太好的信号，可能预示着市场将进入盘整阶段。我个人认为，这些事件共同作用，导致市场情绪受到影响，投资者对风险资产的偏好有所降低。

Deep Dive

Chapters
This chapter analyzes the impact of the Musk-Trump feud on the market. The Tesla stock meltdown and its ripple effects on other speculative stocks and crypto are discussed, alongside the implications of the "big beautiful bill" losing momentum in the Senate. The chapter also touches upon the uncertainty surrounding trade negotiations between Trump and Xi.
  • Musk-Trump feud and Tesla's 14% drop impacted market sentiment.
  • Associated stocks like Palantir and crypto also declined.
  • Uncertainty around the "big beautiful bill" and trade negotiations added to market volatility.

Shownotes Transcript

Today's slide deck: https://bit.ly/3ZlIZVD) 

Today, we look at whether the major Musk-Trump rift was one of the chief drivers of weak risk sentiment in US markets yesterday even beyond the Tesla fallout, as we also got further evidence of weak US labor market data. In markets, the standout development was silver ripping through resistance and posting new 13-year highs. Today's pod features Saxo Head of Commodity Strategy Ole Hansen, hosted by Saxo Global Head of Macro Strategy John J. Hardy.

 

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