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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 Nov 19, 2021
Divergences suggest at least tactical correction risk
Friday Nov 19, 2021
Friday Nov 19, 2021
Today's slide deck: https://bit.ly/3qQI8M5 -
Today we run through some stark divergences as the US equity market posts new highs, noting weak breadth and other indicators that in the past have suggested higher risk of an episode of consolidation. We also look at interesting signs in the T-bill auctions that the market remains wary of the debt ceiling situation that hasn't yet gone away. Also, a look at crude oil, gold and rising food prices, the macro calendar for the week ahead and more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic