The cognitive dissonance is getting painful here.

About this episode

John J. Hardy discusses the challenges in energy prices and market sentiment, along with macroeconomic updates and company reports.

Today's John J. Hardy substack post. Today, challenging the notion that energy prices can remain here or go higher and risk sentiment can stay stable as we wonder where the market's pain point is. It's either that, or we must see clarity emerge in the Hormuz Strait to justify the equity market's strong sentiment. Also, a look at companies reporting yesterday and today, macro and FX, the Bank of Japan's meeting today and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is…

People in this episode

Host: John J. Hardy

Topics covered

• energy prices
• market sentiment
• macro strategy
• FX
• Bank of Japan meeting
• company reports

Keywords

• energy prices
• market sentiment
• macro strategy
• FX
• Bank of Japan
• company reports

Mentioned in this episode

Organizations: Saxo Bank A/S, Saxo Market Call, Saxo Strategy Team, Bank of Japan

Places: Hormuz Strait

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