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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 May 02, 2022
Markets on tilt with FOMC meeting up midweek
Monday May 02, 2022
Monday May 02, 2022
Slide deck: https://bit.ly/3vxzofF -
Today we look at a very ugly close to markets on Friday, as the rally attempt in the wake of Amazon's negative shocker late Thursday faltered and markets closed right at the downside tipping point ahead of this week and the much anticipated FOMC meeting up on Wednesday. We also look at why semiconductors have underperformed, signs of limitation in the physical world, including on food, positioning in commodities, the Aussie ahead of tonight's RBA meeting and much more. 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