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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.
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Wednesday Nov 17, 2021
Watching whether Euro crisis waxes existential
Wednesday Nov 17, 2021
Wednesday Nov 17, 2021
Today's slide deck: https://bit.ly/3Duesb5 -
Today we look at a fresh major spike in natural gas prices in Europe driving new concerns for the European economy and for the euro itself, which has lost significant further altitude. We also ponder where to look if EU outlook concerns turn more existential rather than merely a question of "relative outlook". The latest on crude oil, spiking coffee prices, US retail sales data and how to interpret it and much more on today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic