4.6M
Downloads
1113
Episodes
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
Tuesday Dec 15, 2020
FOMC on tap - how sensitive is market to signals from the Fed?
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
Today's slide deck: https://bit.ly/2JYGIMG -
Today we look at the latest market action, discuss the FOMC meeting and what the market is looking for from the Fed and how sensitive it will prove if it doesn't get what it is expecting. Also, a look at long term investment themes in EM and biotech, uranium-linked equities on fire, whether Robert Shiller is suddenly folding on CAPE over-valuation risks, and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.