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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 Oct 25, 2021
This market climbing a wall of major worries
Monday Oct 25, 2021
Monday Oct 25, 2021
Today's slide deck: https://bit.ly/3pzKHBG -
Today we look at the remarkably complacent equity market as the VIX drops back toward cycle lows and the broader US market touches all time highs even as the market prices the Fed to move its rate hike lift-off significantly earlier after comments on Friday from Fed Chair Powell that suggested the Fed is seeing the need for readying policy for a "range of outcomes". We preview this busiest of earnings season weeks, the mounting pressure on inflation from commodities, why the US dollar didn't get more support from Powell's comments and much 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