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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 Jul 12, 2021
Lousy market breadth as earnings season gets underway
Monday Jul 12, 2021
Monday Jul 12, 2021
Today's slide deck: https://bit.ly/36tQPR5 -
Today we look at the strong Friday close in the US, but note that breadth in the US market is remarkably weak. Also, a look at the weakening of conviction on the reflation trade, whether the JPY is set to take the lead in the FX market from the US dollar, gold levels, a preview of the earnings and macro calendar for the week ahead and more. Today's pod is hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic