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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 Jun 21, 2021
A week for taking stock after post-FOMC trauma
Monday Jun 21, 2021
Monday Jun 21, 2021
Today's slide deck: https://bit.ly/3cV9vNc -
Today we review the trauma that has unfolded across markets in the wake of last week's FOMC meeting, with equities feeling considerable heat on Friday and a vicious yield-curve flattening requiring an explanation, although at this point we may have more questions than answers. We also look at the impact in commodities, in FX, where a steep JPY rally has emerged, the macro and earnings calendar for the week ahead and more. Today's pod with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic