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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
Wednesday Jul 14, 2021
US CPI shocker - is it enough to shift the narrative?
Wednesday Jul 14, 2021
Wednesday Jul 14, 2021
Today's slide deck: https://bit.ly/3hFqF44 -
Today we look at a fresh and unexpected spike back higher in the US June CPI numbers and whether this data is sufficient to shift the narrative on inflation. So far, the reaction is modest compared to the scale of the reaction. Elsewhere, we run through the theme of central banks unwinding accommodation as the RBNZ surprised on the hawkish side overnight and the Bank of Canada is up later today. Also, a look at the potential for a massive new US fiscal package proposed by Democrats in Congress. Today's pod is hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic