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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 Jun 10, 2021
US treasury yields dip further ahead of hottest expected CPI in decades.
Thursday Jun 10, 2021
Thursday Jun 10, 2021
Today's slide deck: https://bit.ly/3ziuD9G -
Today we look at very quiet markets ahead of what should be a highly anticipated US CPI release, but with a market concerned that it will be months before the "whether inflation is transitory" issue is settled. In any case, treasuries continue to be an unreliable indicator and may be finding strength on overwhelming liquidity rather than on the inflation or economic outlook. We also talk gold, crude oil, the outlook for 70's style inflation, ECB and EU sovereign debt, whether SEC moves are a threat for Virtu and the Robinhood IPO and much more. 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