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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
Friday Mar 04, 2022
Wheat price spike turning dire
Friday Mar 04, 2022
Friday Mar 04, 2022
Today's slide deck: https://bit.ly/3CbnKZL -
Today we look at the lay of the land as Russia's assault on Ukraine continues, especially the dire impact in the wheat market, which has lurched into an historic spike as the market goes limit up in Chicago overnight. We also look at the ongoing impact in energy markets, the curious lack of overall weak risk sentiment in equities despite strong signs of risk aversion in some of our indicators, today's US jobs report and macro data and earnings releases next week. 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