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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
Wednesday Jul 06, 2022
USD breakout, commodities plunging, and equities love ’junk’
Wednesday Jul 06, 2022
Wednesday Jul 06, 2022
Slide deck: https://bit.ly/3IfUxQs -
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Yesterday's session was quite a spectacle with commodities plunging 5% as the USD saw massive breakout against the EUR as punitive energy prices in Europe were igniting recession fears once again. With bond yields following commodities lower equities flows went into overdrive with commodity stocks naturally trading lower but the session evolved to a massive buy the worst performers this year and sell the best performers. In that world all the 'junk' pockets of equities rallied on the signal from commodities that a recession could be coming. July is typically a low liquidity month so moves can easily be amplified so remember this before putting too much weight on yesterday's moves. Today's pod features Peter Garnry on equities and Ole Hansen on commodities.
Intro and outro music by AShamaluevMusic