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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
Friday Jul 02, 2021
Today the last best chance to avoid the summer doldrums?
Friday Jul 02, 2021
Friday Jul 02, 2021
Today's slide deck: https://bit.ly/3yepvlJ -
Today we look at the huge quarter-end effect visible in the Fed's reverse repo facility, which plunged some $250 billion yesterday, though with no real treasury volatility during yesterday's session. On that note, we wonder if today's US jobs report is the last best chance to avoid the summer doldrums across markets, depending on whether we see a major surprise in the data. We also discuss the OPEC+ meeting developments and the remaining uncertainties for oil traders after confusing developments, wrap the commodities performance for the week and wonder where the USD will find resistance, as well as previewing the economic calendar for the week ahead. On today's pod are Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic