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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 Mar 26, 2021
US equities stepped away from the brink. We need to talk franc-ly.
Friday Mar 26, 2021
Friday Mar 26, 2021
Today's slide deck: https://bit.ly/3cnBl4U -
Today we look at US equity markets managing a bounce just after tipping over the edge of local supports, and then a strong follow-on session in Asia. We also look at the weak 7-year US Treasury auction, even if it was sufficiently firm to avoid significant tremors. In FX, worth noting that the negative yielders, especially CHF, are under significant further pressure here, even without US treasury yields punching to new highs. On today's call were Althea Spinozzi on fixed income, Peter Garnry on equities, and John J. Hardy hosting and on FX.