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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
Thursday Oct 14, 2021
A possible key reversal day for markets
Thursday Oct 14, 2021
Thursday Oct 14, 2021
Today's slide deck: https://bit.ly/3FEYmgp -
Today we look at what could prove a key reversal day across markets as the US CPI release and FOMC minutes failed to trigger significant unease and US long treasury yields actually headed lower after another strong treasury auction yesterday, this time of 30-year T-bonds. With US long yields reversing lower, risk sentiment got a significant boost and the USD was pushed sharply back lower, while the metals market has seized all of the attention in the commodities space. Also on the call, we look at JP Morgan earnings, what's on tap next as earnings season gets into full swing and whether the USD has posted a major top. 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