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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 Sep 10, 2021
Yields drop on ECB, US T-bond auction. Eyeing India
Friday Sep 10, 2021
Friday Sep 10, 2021
Today's slide deck: https://bit.ly/2X8yUOB -
Today we look at the boost to sentiment after a weak session in the US yesterday as China's Xi and US president Biden spoke on the phone late yesterday. Elsewhere, yields have dropped sharply after a relatively dovish ECB and another strong US treasury auction, this time the 30-year T-bond. In commodities, relative precious metal action is in focus, while our equity focus for the day is on the compelling story of India, and whether the ESG outperformance is something we can hang our hats on. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic