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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 Sep 16, 2021
Contagion in Chinese property sector. US dip-buyers take a stand.
Thursday Sep 16, 2021
Thursday Sep 16, 2021
Today's slide deck: https://bit.ly/2Xx1WrF -
Today we look at US dip buyers taking a stand once again at what is now the most obvious support in the world and whether we can continue this nearly mechanical advance from here. A look as well at significant contagion across the Chinese property sector as other big names are marked down aggressively on Evergrande's ongoing woes. As well, we look at JPY, NZD, NatGas and European power prices and the next important factors for shaping the Fed's latest guidance at next week's possibly pivotal FOMC meeting. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic