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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 Mar 29, 2021
Pondering Archegos risks. Important week for macro data, quarter-end.
Monday Mar 29, 2021
Monday Mar 29, 2021
Today's slide deck: https://bit.ly/3cxBClQ -
Today we look at the kerfuffle in the wake of the Archegos hedge fund meltdown that unfolded late last week, even if it didn't affect the broader averages until the scale of the situation became clear over the weekend. We ponder whether this is a one-off or if it is a sign of a concerning pattern. We also preview the important week ahead, with key US labor market data that will get increasing focus from here as we transition to the post-lockdown reality in the US. Quarter end is also this week. We preview the key global equity earnings reports this week as well. Today's call with Peter Garnry on equities and John J. Hardy hosting and on FX.