Today, a thorough look at the commodity space, especially crude oil as hopes for relief from geopolitical tensions fade and how it may be weighing on broader risk sentiment. With Saxo Head of Commodity Strategy Ole Hansen, we also take a look at copper market dynamics and grain and soft developments as geopolitical and El Niño risks weigh. We also sift through broader equity market dynamics and the risks that we are heading into a bearish correction here. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

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Coverage of Cerebras' latest chip and claims of huge potential advances in inference computing efficiency. As well, WSJ covers a new semiconductor startup Etched, which shows that technical disruption risks in the AI compute hardware space are significant.
Polemic Paine with a thorough look at factors that have him concerned we face a significant equity market correction in the US.

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Beginning of a larger bearish correction here?

Saxo Market Call

Beginning of a larger bearish correction here?