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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
Tuesday Dec 01, 2020
Mood rips back to positive on first day of month, Moderna flies
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Today's slide deck: https://bit.ly/3mqgG2L -
Today we look at the whiplash-inducing shift from yesterday's last-day-of-the-month sell-off to a surge in equity futures and Asian markets overnight, perhaps on the clean calendar month start, but also on strong manufacturing PMIs in Asia and on Moderna's request for emergency authorization to roll-out its vaccination in just a few weeks' time. Elsewhere, a look at inflation-protected treasury out-performance in the US and the ongoing squeeze in EU peripheral spreads, the US dollar and Fed Chair Powell out speaking today and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.