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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
Monday Feb 14, 2022
Russia-Ukraine headline risk added to already volatile mix
Monday Feb 14, 2022
Monday Feb 14, 2022
Today's slide deck: https://bit.ly/3rOGGdq -
Today, we look at the impact across markets after Friday saw the US warning of an imminent Russian invasion of Ukraine, an intention Russia denies. German Chancellor Scholz is headed for Kyiv today and to Moscow tomorrow for talks. The headline risk has been ratcheted sharply higher with the latest escalation in tensions, and market participants will need to tread carefully. We also look at Russia's global weight in key commodities and look at the event risk calendars for the week ahead, as traders will also struggle to disentangle geopolitical tensions with concern on how rapidly policymakers intend to tighten financial conditions. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic