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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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Friday Nov 26, 2021
This couldn‘t have come at a worse time
Friday Nov 26, 2021
Friday Nov 26, 2021
Today's slide deck: https://bit.ly/3lcLo0y -
Today we look at the news of the new Covid variant hitting global markets like a ton of bricks at almost the worst imaginable time, as liquidity is poor over the ongoing US Thanksgiving holiday, with most US market participants away from their desks on holiday and the most liquid global market in the US only open for half a session today. We underline that we have no idea what will happen in the ongoing development of this virus news, but that traders should tread with extreme care, given that near term volatility risks are extreme on the unfortunate timing, particularly giving the sudden shift in focus that this news brings relative to recent themes and current market positioning. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic