We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Three big questions in the week ahead.

Three big questions in the week ahead.

2025/7/2
logo of podcast Saxo Market Call

Saxo Market Call
AI Chapters Transcript
Chapters
The podcast opens discussing the unexpected divergence in the US equity market, with the NASDAQ 100 falling while small caps surged. The hosts lack a clear explanation for this phenomenon, highlighting the market's internal inconsistencies and raising concerns about the new market top.
  • Divergence in US equity market: NASDAQ 100 down, Russell 2000 up
  • Lack of clear narrative for market divergence
  • Concerns about narrowness of new market top

Shownotes Transcript

Today's slide deck: https://bit.ly/46utCye)   -

Today we note interesting divergences in the US equity market as the Nasdaq posted an ugly session while small caps surged. We also look at three key event risks for the US dollar and global markets in the coming week, round up the commodity market performance in the first half of the year and discuss the themes we expect to emerge in the second half. A great list of must reads in the slide deck and more. Today's pod with Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy hosting.

 

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).