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Saxo Market Call

Business:Investing

How the USD bear case finds confirmation

2025-02-11

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Today's slide deck: https://bit.ly/417UZv0 -

While we have made the USD bear case to materialize at some point, we don't have much in the way of confirmation that it will arrive sooner rather than later, even if USDJPY may have posted a significant top. Today, a look at what is needed to get that confirmation while also running through the news of the day and what to watch for next across asset classes. Hosting today's podcast is John J. Hardy, Global Head of Macro Strategy.

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

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