Markets on tilt: will we see a proper slide lower?

Today, we note the rather ugly risk off tone across markets, with strong Samsung and TSMC earnings reports received somewhat poorly by the market overnight in Asia. Europe is suffering another weak session even as the key US indices once again managed a resilient performance, but can they continue to do so with the worrisome backdrop? Also today, full coverage of the latest oil spike, EU's natural gas situation, sugar and gold and silver with Saxo Head of Commodity Strategy Ole Hansen. This and more on today's pod, which was hosted by Saxo Global Head of Macro Strategy John J. Hardy.

Links

Today's FT Big Read is on the leveraging up of hedge fund and semi-institutional players like Citadel and Jane Street and how these have become cash cows for the likes of Goldman Sachs and Morgan Stanley. How risky is all that leverage?

Another stab among many out there at how the AI bubble pops. Or will it be called the SI bubble at that point.

World War II sugar rationing in UK provided a valuable experiment on the impact of sugar in the first years of life. Certainly looks like sugar is hazardous for your developmental health.

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