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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.
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Friday Aug 13, 2021
Global equities are shrugging off worries about delta and inflation
Friday Aug 13, 2021
Friday Aug 13, 2021
Today's slide deck: bit.ly/37Eu79x -
Global equities are increasingly throwing away worries over the delta variant and inflation with the S&P 500 and European equities hitting new all-time highs yesterday and most likely again today. However, valuations are getting stretched and we would not be surprised if equities experienced a mild correction before year-end. In today's podcast we also take a look at agricultural prices with wheat moving higher and yesterday's partially shutdown of one of China's largest ports. Finally, we go through Airbnb earnings and next week's earnings. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Intro and outro music by AShamaluevMusic