Burnham declares end of Thatcherism. Micron earnings on tap.

Today, a look at a calm market as a massive downdraft in US Consumer Confidence in September failed to weigh. Lots more data ahead before we know where we are with yields through Friday's US September payrolls and others jobs data. Elsewhere, UK Prime Minister Andy Burnham declared the end of Thatcherism and prospect for a much more visible hand from the UK government. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.

Links

Regarding Micron's earnings after the close today, What would Warren Buffett think of Micron? asks the Parabolic substack.

Part 2 of the Michael Every interview on all things geo-strategic, with a particularly compelling discussion on the AGI race between US and China.

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