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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 Nov 02, 2021
Bulls pull in horns ahead of FOMC. RBA dovish.
Tuesday Nov 02, 2021
Tuesday Nov 02, 2021
Today's slide deck: https://bit.ly/3GERNel -
Today we look at the market turning a bit more cautious ahead of an important FOMC meeting tomorrow, we note signs of a crowded trade as traders short at least one long-dated US treasury proxy, the TLT. Also, a look at OPEC supply laggards driving upside oil price risks, industrial metals on the defensive, a look at much more dovish RBA than the market was pricing overnight, EU peripheral yield spread widening and more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic