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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 Aug 24, 2021
Market rips higher on, well, what exactly?
Tuesday Aug 24, 2021
Tuesday Aug 24, 2021
Today's slide deck: https://bit.ly/3B5iwgd -
Today we look at the steep market comeback yesterday, in part stoked by a sharp recovery in sentiment in China, but the sources of the sharp upside in the US are a bit murky and may have been aggravated by thin liquidity. Today we delve into the treasury market outlook around Jackson Hole, thoughts on whether German Bunds are near their absolute low potential, the massive crude oil bounce from an important support level, gold, long term perspective on EM valuations, earnings round-up for this week and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic