Today, the weak tech, strong broad market theme deepens as we wonder what is driving it. Also, geopolitical developments are coming quick and heavy, with the situation in Iran looking especially impactful from here if the regime is overturned. Elsewhere, a focus on the US dollar today on the US jobs report and whether nearly-dead FX can wake up if macro trades are revived in its wake. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
John's The FX Trader from today.
For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
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