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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
Thursday Aug 26, 2021
Sector-picking the Chinese market. Yields on the move ahead of JH.
Thursday Aug 26, 2021
Thursday Aug 26, 2021
Today's slide deck: https://bit.ly/3DijyYg -
Today we look at sovereign yields suddenly on the move again ahead of Fed Chair Powell's speech tomorrow, particularly in Europe yesterday in the wake of ECB comments on the potential for improved forecasts at their upcoming meetings. We also look at Chinese equities and focus on where the safer corners of that market may be due to the regulatory focus there. Elsewhere, a look at Natural Gas, fizzling gold prices, FX finely balanced ahead of the Powell speech tomorrow, earnings and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic