4.6M
Downloads
1118
Episodes
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 Nov 18, 2021
Time to take off some risk
Thursday Nov 18, 2021
Thursday Nov 18, 2021
Today's slide deck: https://bit.ly/30zbljw -
Today we issue another general note of caution on the status of global equity markets, which look stretched even if there are rational (real yields) and especially seasonal narratives in support of recent developments. Elsewhere, we dive into Amazon's broadside against Visa, whether that company and Mastercard could see eventual pressure on margins, other key equity stories and earnings, the dire potential supply situation for European natural gas, the very weak euro and a weak German 30-year bond auction, US treasuries and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic