4.6M
Downloads
1112
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
Monday Nov 15, 2021
Lower real rates support TINA narrative for stocks
Monday Nov 15, 2021
Monday Nov 15, 2021
Today's slide deck: https://bit.ly/3kDi03f -
Today we look at how the US equity market finished on a strong note despite the hot US CPI print last week bringing Fed rate hike expectations forward and the latest US sentiment survey suggesting that consumer sentiment is in the dumps. We also look at the earnings highlights for the week ahead, particularly for important Chinese names, the latest on energy prices, especially the natural gas situation in Europe and the escalating geopolitical situation on the EU's borders and in Ukraine and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic