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Saxo Market Call

Market quickly recovering from Operation Midnight Hammer

16 min • 23 juni 2025

Today we talk through the US "Operation Midnight Hammer" bombing of Iran's nuclear facilities and the implications from here, as well as why we have seen limited fallout for global markets thus far. As well, we discuss why the JPY is suffering a fresh pounding overnight for reasons entirely unrelated to geopolitics. This and much more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.

 

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Vad är en podd?

En liten tjänst av I'm With Friends. Finns även på engelska.

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