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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 28, 2021
Market not ready for taper talk at tonight's FOMC
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
Today's slide deck: https://bit.ly/2VdLY47 -
Today's pod features Saxo CIO Steen Jakobsen as we run through the factors driving Chinese equities into their recent nosedive and the implications for EM trade allocations and the implications for Chinese policy from here. We also preview today's FOMC meeting and why the Fed may be ready for a far more dramatic pivot toward hinting at a tapering of asset purchases sooner rather than later, a development that is far outside of market consensus, which looks complacent in expecting no change from the Powell and company the meeting late today. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic