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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.
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Monday Jan 11, 2021
Markets stumble into a new week. Ferocious volatility in crypto space.
Monday Jan 11, 2021
Monday Jan 11, 2021
Today's slide deck: https://bit.ly/39nc2gr -
Today, we look at the vicious volatility in crypto currencies over the weekend and at the start of a new week, a week that has likewise started on a sour note for global equities, possibly due to fresh Covid-19 dread. A discussion today on what equity markets are best positioned for commodity reflation, whether the commodity trade is a bit overbaked in the short run, and a discussion of the US yield breakout as the prime mover across markets. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.