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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 Mar 30, 2021
US yield rise hogging the market bandwidth. But junk is staggeringly resilient.
Tuesday Mar 30, 2021
Tuesday Mar 30, 2021
Today's slide deck: https://bit.ly/3cxdOyn -
Today, a bit more today on the Archegos kerfuffle, but more attention on the fresh rise in US treasury yields, which poked to new highs for the cycle in the belly of the US yield curve as US treasuries head for their worst quarterly performance in over 40 years. Even so, Junk bonds remain incredibly resilient amid a torrent of issuance. Elsewhere, the higher US yields - and importantly, the higher US real yields, are taking the USD higher, with USDJPY taking out the big 110.00 level as the quarter and Japanese financial year close tomorrow. The French OAT auction on Thursday is the one to watch in Europe. Today's call with Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.