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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
Tuesday Dec 21, 2021
Moderna news injects fresh optimism
Tuesday Dec 21, 2021
Tuesday Dec 21, 2021
Today's slide deck: https://bit.ly/3Egc3jK -
Markets are rebounding on yesterday's positive Moderna news that its vaccine provides good protection against the Omicron variant and the US Senator Joe Manchin said he might vote for Biden's Build Back Better deal in a revised version. However, with liquidity dropping towards the holiday period we put little weight on these moves. India had one of its most successful IPO today ending a string of recently bad ones providing some fresh positive sentiment to this equity market. The oil market is also responding well to the Moderna news rebounding together with equities and the long-term demand outlook looks solid. We also talk coffee prices, and earnings from Nike and Micron. Today's pod features Peter Garnry on equities and Ole Hansen on commodities.
Intro and outro music by AShamaluevMusic