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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 Dec 21, 2020
Covid-19 mutations cast a cloud. We urge general caution.
Monday Dec 21, 2020
Monday Dec 21, 2020
Today's slide deck: https://bit.ly/3mwqV4Q -
The market is starting the week in a different place from where it closed last week, as a new hyper-contagious Covid-19 strain has been discovered in the UK, which is feeling even more isolated as the Brexit negotiation window winds down and travel links are rapidly being cut. Oil is feeling the impact of new virus fears, but the iron ore spike higher actually accelerated. We also generally express concern that equity markets may have run too high, too fast. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.