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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 Mar 03, 2021
Markets scratching around for a catalyst after treasury trauma
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Today's slide deck: https://bit.ly/3sEsa5e -
Market direction changes have been frequent and seem to lack conviction across assets over the last few days, perhaps a reflection of the general uncertainty on "What is next?" after the intense US Treasury sell-off last week traumatized markets. Today we wonder what comes next and look at key equity, FX and commodity developments and slap a huge question mark over the market pricing of Sea (reported yesterday) and really its entire business model. On today's call were Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting an on FX.