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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 Jul 01, 2021
A new quarter dawns after Fed repo facility nearly hit $1 trillion
Thursday Jul 01, 2021
Thursday Jul 01, 2021
Today's slide deck: https://bit.ly/3xcxQWV -
Today we look at whether the arrival of a new quarter can bring new dynamism to the US treasury market as the liquidity effects of ongoing Fed purchases combined with the US Treasury winding down holdings at the Fed and banks reducing their balance sheet size into quarter-end have dominated the most important of global markets. We also look at the shape of the US yield curve, thoughts on peripheral EU sovereign debt, a new spike in grain prices on a planting report, high natural gas prices and more. On today's pod are Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic