4.6M
Downloads
1118
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
Tuesday Nov 30, 2021
Absurd headline risk for now as risk conditions are deteriorating
Tuesday Nov 30, 2021
Tuesday Nov 30, 2021
Today's slide deck: https://bit.ly/3IhpraT -
The market action yesterday and overnight underlined the extreme headline risk in this market, as well as the poor liquidity conditions. Yesterday, the market attempted a heroic recovery on hopes for the Fed put backstopping the market, before we get covid vaccine maker Moderna's CEO out roiling the waters with loud concerns on the new omicron variant's potential to evade the current vaccines. Elsewhere, we look at signals from the US Treasury and EU sovereign bond markets, note that financial conditions are in a very different place relative to any other outbreak of volatility this year, especially in terms of widening credit spreads, look at key equity stories and much more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic