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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 Aug 04, 2021
Chinese rebound in equities greases the wheels of risk-on
Wednesday Aug 04, 2021
Wednesday Aug 04, 2021
Today's slide deck: bit.ly/3ltKeir -
Today we discuss the bounce back in Chinese equities driven by today by a new health initiative in China despite Alibaba weaker than expected earnings yesterday and the increasing concerns over Covid19 Delta variant outbreaks in the country leading to potential downgrades on economic growth. These concerns over growth continues to weigh on oil prices, but elsewhere in the commodity sector prices are rallying such as natural gas prices in Europe and Japan. We also talk about wheat and gold's lack of reactions to anything at the moment. Overnight New Zealand surprised to the upside on employment which we cover together with more momentum in AUDUSD. Finally, we talk recent earnings releases and what to expect today. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic