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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.
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Friday Aug 21, 2020
US megacaps come roaring back, action elsewhere mixed
Friday Aug 21, 2020
Friday Aug 21, 2020
Today's slide deck: bit.ly/3l6AUyk -
Today we look at the strong comeback in the US megacap companies yesterday after the brief sell-off inspired by the FOMC minutes on Wednesday. Market breadth is looking less healthy, and while the USD sold off again, the move was not yet convincing for the bears as we await the weekly close as a key status check. The macro outlook, Ant Group, and other specific equity stories on the call. Today with Peter Garnry on equities and John J. Hardy on FX.