Saxo Market Call Are we on the verge of a big whoosh?
Mar 4, 2025
Amidst rising tensions from recent tariff announcements, the podcast discusses the potential impact on currency markets and tech stocks. Volatile trends in the cryptocurrency space raise concerns about manipulation, while geopolitical factors are explored in the context of defense stocks and investment flows. The strength of the U.S. dollar poses challenges for Europe, with stagflation risks looming. Insights into China's focus on private sector stimulus and the implications of an upcoming Trump speech add to the intrigue, along with the evolving landscape of AI investments.
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Episode notes
NASDAQ 100 and Bear Market Indicator
- The NASDAQ 100's 200-day moving average has been a key support/resistance level.
- Breaking below this level could signal a significant market downturn or bear market.
Trump, NATO, and EU Defense
- Trump's potential withdrawal from NATO is a major geopolitical event.
- The EU is already mobilizing funds for defense in response to Trump's actions regarding Ukraine.
European Defense Stocks vs. US Tech
- European defense stocks, especially those in cybersecurity, are performing well.
- This raises questions about shifting investment flows from US tech to European defense.