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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 Nov 11, 2020
Quantquake 3.0, Trump non-concession risk, China moves against monopolies
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
Today's slide deck: https://bit.ly/2JOzg66 -
Today we look at the ongoing complex reaction to the possibility that an efficacious Covid-19 vaccine may roll out in the coming year, the markets violent internal adjustments to that possibility and other interesting stories, especially when and whether Trump will ever concede and when the market starts to fret on that front, China's move against some of its monopolies, the RBNZ moving away from signaling a negative rate policy, gold, oil, and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.