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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
Tuesday Jul 27, 2021
Unease as Chinese market rout deepens
Tuesday Jul 27, 2021
Tuesday Jul 27, 2021
Today's slide deck: https://bit.ly/3zFEs0R -
The ugly sell-off in Chinese stocks deepened again in late Asian trading after trying to hold a line of support earlier in the session, as the Chinese crackdown on key online companies and industries has lead to an exodus of investors, among those Cathie Wood of the popular Ark Innovation ETF, who announced that she has virtually eliminated Chinese stocks from the funds holdings. The disconnect with US equities, which closed again yesterday near the all-time highs is stark and perhaps unsustainable as the very largest of US companies are set to report in coming days. Key FX stories and pivotal questions as we exit this month also on today's pod, hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic