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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 Mar 08, 2021
Twin US treasury yield and USD wrecking balls still swinging
Monday Mar 08, 2021
Monday Mar 08, 2021
Today's slide deck: https://bit.ly/2OuwHJ0 -
Today we look at the positive correlation between equities and treasuries after Wall Street tried to piece together a strong close to last week after a large intra-week sell-off. But the comeback attempt is crumbling suddenly as the week gets underway, with US treasury futures selling off again and the US dollar firming broadly. Elsewhere, we look at the further spike in oil, delve into FX levels and correlations, preview the week ahead in equity earnings and macro event risks and much more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.