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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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Wednesday Jul 21, 2021
US equities rebound, but backdrop not fully on board with sentiment shift
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021
Today's slide deck: https://bit.ly/2Up50oj -
Yesterday saw a very steep rebound in US equities, an impressive move that was mirrored in safe haven US treasuries reversing sharply from significant new highs yesterday. But there was a notable lack of similar energy in some other markets, as the Japanese equity market closed far off its highs despite a USDJPY rebound, and the particularly in FX, where the USD has remained strong more broadly and the AUD, for example, punched to new lows for the cycle versus the greenback. Also on the call, we preview tomorrow's ECB meeting with Macro Strategist Christopher Dembik, as well as the status of the German and French elections. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic.