US banking giants set to report. August as a pivotal month.
Today's slide deck: https://bit.ly/3xB7r5u -
Today features special guest, Saxo Chief Investment Officer Steen Jakobsen, as we look at the lay of the land in equity themes and notable divergences there, look at upcoming earnings reports from the major US banks this week, talk central bank sending diverging signals, particularly the ECB, and how one off issues like excess liquidity from the US Treasury's activities could make August a pivotal month for markets. Today's pod is hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic
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