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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.
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Friday Oct 29, 2021
Market challenges ECB. Facebook is now Meta. Huge week ahead for US.
Friday Oct 29, 2021
Friday Oct 29, 2021
Today's slide deck: https://bit.ly/2ZxxDS6 -
Today we look at the market thumbing its nose at the ECB meeting and front-running eventual rate hike guidance despite Lagarde's protests, the loud silence from the RBA as the market challenges its yield curve control policy, weak results from Apple and especially Amazon, Facebooking going Meta, the latest on energy and now food prices becoming a concern and a preview of a massive week ahead for the US dollar and US macro risks, with all of the usual first-week-of-the-month data plus an FOMC meeting. 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