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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
Episodes
Tuesday May 25, 2021
Market celebrates fresh dovish Fed signals
Tuesday May 25, 2021
Tuesday May 25, 2021
Today's slide deck: https://bit.ly/3udTqYZ -
Today we look at the very strong start to the week for US equities on fresh Fed rhetoric suggesting that they see any near term inflationary pressures as transitory. Elsewhere, we note the huge and rapidly growing size of the Fed reverse repo facility and ponder the implications. We also preview this week's key data on inflation and the focus in fixed income markets after US long treasury yields posted new two-week lows yesterday, the latest on commodities, earnings reports for the week ahead and the weak US dollar theme as well as the tension in the JPY outlook. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic