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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
Thursday Oct 29, 2020
Vol strategies when bonds fail to act as safe haven in this turbulent market.
Thursday Oct 29, 2020
Thursday Oct 29, 2020
Today's slide deck: https://bit.ly/3kE3ZR1 -
Today we look at yesterday's ugly deleveraging move in Europe and the US on the new Covid-19 lockdowns and point out how "safe haven" bonds are not providing any offsetting safe haven premium and where traders might look for long volatility strategies for protection. Also a look into the FX, oil and gold moves yesterday and a preview of the big four US megacaps reporting today after the close of trading. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.