4.6M
Downloads
1118
Episodes
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 Dec 11, 2020
Prepare for no Deal Brexit. Airbnb's frothy first day.
Friday Dec 11, 2020
Friday Dec 11, 2020
Today's slide deck: https://bit.ly/2W2Flir -
Today we look at the speculative excess in corners of the US market as underlined further by the frothy IPO for AirBnB. Elsewhere, a reassessment of the real risks of a No Deal Brexit as the signs of a stand-off deepen (and even if a "No Deal" means a transition period for the post-Brexit terms). Some commodities are seeing speculative froth as well, particularly iron ore. Much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.