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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 Aug 09, 2021
Are investors ready for a critical week as China PPI flashes red alert?
Monday Aug 09, 2021
Monday Aug 09, 2021
Today's slide deck: bit.ly/2VGOmkg -
Nonfarm Payrolls on Friday surprised the market given the weak lead in from ADP on Wednesday. US interest rates shot higher denting US technology stocks while the broader market measured by the S&P 500 crushed higher. In other words, the value vs growth bet and interest rate sensitivity are back in town. Gold was knocked over by the jobs report closing lower on Friday and with thin liquidity in Asia and nervous gold traders the spot experienced a flash crash and a decline of 4.2% over little more than an hour. In today's podcast we also talk about this week's important US CPI report on Wednesday which together with the jobs report could make Jackson Hole later this month a pivotal moment in the post pandemic world. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic