Today, a look at a US market that was under exceptional pressure as major US name sold off, taking the US market to cycle lows when the broader market and other markets globally are still solidly away from the prior lows. Also, noting the many pressure points on market concerns for class action suits against Meta and possibly Google, technical disruption boosting computer memory performance and even LNG closures in Australia, all while US treasury yields and oil are ramping higher again ahead of another weekend. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links:
Here is Triggernometry interviewing an expert on the risk that this Iran conflict drags on, but with some interesting ideas as well on how Trump might flip the script.
Here is the interview with Kuppy on the Benny and the Squirrel podcast, the hedge fund manager with some worthy observations on current market conditions, the general market environment and his approach to trading. Golden stuff.
About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
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