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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
Wednesday Dec 01, 2021
Hawkish broadside from Powell roils markets further
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
Today's slide deck: https://bit.ly/2ZF3n8o -
The market administered yet another round of whiplash as very hawkish comments from Powell cement the Fed's direction shift that was just getting focus before derailed late last week by the omicron covid variant derailment, leaving market participants chopped to bits. We try to sort through the implications, noting weakening credit conditions as a key focus, as well as value versus growth themes, individual equity stories, and the next important macro data points, which will gain increasing attention if the omicron impact eventually fades.Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic