Animal spirits or casino spirits?

Link to slide deck: https://bit.ly/3lIYIgf   -

Today we look at the equity market remaining buoyant if not yet following through higher, even as US treasury yields remain pinned near the highs of the cycle after strong US Retail Sales yesterday. Also, we have a possible interesting twist in the US seasonals and a warning from JPMorgan's options expert on the "Volmaggedon 2.0" risks from the 0DTE options trading. Stocks to watch, including Shopify and Nestle, and much more on today's pod, which features Peter Garnry on equities, with John J. Hardy hosting and on FX.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.

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Intro and outro music by AShamaluevMusic