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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 06, 2021
The inflation fear is still alive with surging oil and natural gas
Tuesday Jul 06, 2021
Tuesday Jul 06, 2021
Today's slide deck: https://bit.ly/3jMnUQf -
While US technology stocks made a new all-time high risks are lurking beneath the surface with oil and natural gas prices marching ahead driven by OPEC+ decision to not increase production and limited supply of LNG to Europe while a number of gas pipelines are under maintenance. These price rises are pulling the inflation fear back into the market as higher energy prices can cause pain for households and businesses. We also talk the RBA decision overnight, weak German factory orders and why euro area yields could decline further before rising on higher inflation, the Fed's forced position in money markets, and lastly today's 1H result from Ocado. On today's podcast are Ole Hansen on commodities, Althea Spinozzi on fixed income and Peter Garnry hosting and on equities.
Intro and outro music by AShamaluevMusic