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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 Mar 04, 2021
Are expectations for imminent Powell put overbaked?
Thursday Mar 04, 2021
Thursday Mar 04, 2021
Today's slide deck: https://bit.ly/30hLzg9 -
Today we look at yesterday's steep sell-off on Wall Street as the market continues to fret the rise in Treasury yields. Linked to that, we ponder whether expectations for imminent Fed action to tamp down on longer yields are overbaked as Fed Chair Powell is set for an appearance later today. A look through FX developments, especially the most pronounced mover in G10 FX, the Swiss franc, and a look at gold, oil and more on the call. On today's call were Ole Hansen on commodities and John J. Hardy hosting an on FX.