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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
Tuesday Jan 19, 2021
Focus on inflation ahead of Biden inauguration
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
Today's slide deck: https://bit.ly/39ZJdY7 -
Today, we dive into the important subject of inflation and how central bank and fiscal policy moves during the Covid pandemic, together with supply disruptions and demand recovery, are driving near term inflationary risks. Also, thoughts on one aspect of the incoming Biden administration that may not bet receiving enough focus: oversight. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.