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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 May 16, 2022
Catching knives a dangerous pastime
Monday May 16, 2022
Monday May 16, 2022
Slide deck: https://bit.ly/3sGvAab -
Equity markets surged on Friday in what looks so far like a short squeeze as the market ran dry of fresh sellers, with the most speculative sectors backing up in spectacular fashion after Bitcoin and the Tether "stable coin" survived existential threats late last week. Today we look at fresh concerns on the outlook for global food prices as India has moved to ban wheat exports on weather related developments there, sending wheat limit up in Chicago. We also discuss the latest on Elon Musk's Twitter acquisition intentions, the weak ahead in earnings and macro event risks 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