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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 Dec 09, 2020
Remarkable speculative froth in places. Brexit crunch time.
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
Today's slide deck: https://bit.ly/3qIq3NC -
Today we look at the continued solid bid in risk sentiment while noting a few signs of extremely stretched sentiment in equity options and especially in Tesla options. Also a look at the strong demand for disaster insurance in GBP options as Brexit crunch time has truly arrived, while Gilts are also heavily bid.. Surging industrial metals are the highlight in the commodity space, while fixed income traders should be fixated on US treasury auctions through tomorrow's T-bond auction. Today with Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.