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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 Aug 08, 2022
The market is not for turning
Monday Aug 08, 2022
Monday Aug 08, 2022
Slide deck: https://bit.ly/3QtfvhK -
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The market continues to hang on to its view that the peak in Fed rates is imminent and that it will cut from around mid-next year despite strong US data and Fed members making clear that another big hike is coming in September. Can this week's CPI data change that? We also discuss commodities, with oil prices possibly a bit complacent given tight supply, while metals are showing signs of turning and gold is "walking a tightrope" on the macro outlook. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic