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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 Feb 05, 2021
Current trends are contradictory
Friday Feb 05, 2021
Friday Feb 05, 2021
Today's slide deck: https://bit.ly/3pT4jxM -
Today a look at the new record highs for the major US indices, where the epicenter of the next market correction is likely to be, how the current trends of rising USD, rising US yields, and rising risk sentiment are eventually incompatible, what spiked gold yesterday, a look at oil, e-commerce theme stocks, whether sterling may be able to sustain a solid move higher after the BoE and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.