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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
Monday Feb 22, 2021
Is equity market already smelling the yield spike?
Monday Feb 22, 2021
Monday Feb 22, 2021
Today's slide deck: https://bit.ly/2MgG3r0 -
Today we look at suddenly deteriorating risk sentiments, triggered at first blush overnight by a very weak session in mainland Chinese equities, although the US has been slipping since last Tuesday's record high, and we suspect the spike in global long yields is at the root of the case of bad nerves. We also look at the huge spike in key industrial metals and the equities that thrive on and are most hurt by the current intermarket moves, as well as previewing earnings this week and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.