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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
Friday Sep 24, 2021
Spike in long yields grabs the spotlight. Huge week ahead.
Friday Sep 24, 2021
Friday Sep 24, 2021
Today's slide deck: https://bit.ly/3o7gdGi -
Today features Saxo Chief Economist and CIO Steen Jakobsen as we look at the huge spike in longer US treasury yields yesterday and sympathetic moves in EU and UK yields and at what point rising long yields might disrupt an equity market on the comeback trail. We also look at next week's main events, namely a pivotal German election and all that is at stake there, while also pondering the difficult path to additional US fiscal stimulus and this year's iteration of the old debt ceiling issue. Today's pod also features Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic