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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 Nov 16, 2020
Asian trade deal powers even more vertical Nikkei. US yields tamed?
Monday Nov 16, 2020
Monday Nov 16, 2020
Today's slide deck: https://bit.ly/3lAnWbV -
Today we look at the very positive mood to start the week, especially in Asia, where the new multi-lateral RCEP trade deal has sentiment in a good place, particularly for Japan as the Nikkei has gone vertical in recent weeks. Elsewhere, we keep US long yields firmly on our radar after last week's rise to pivotal levels. Upcoming earnings, copper, natural gas, CNY and more in today's call. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.