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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
Tuesday Aug 31, 2021
Equities accelerate beyond trend, not always a good thing
Tuesday Aug 31, 2021
Tuesday Aug 31, 2021
Today's slide deck: https://bit.ly/2WyUb46 -
Today we note the acceleration in the equity market beyond the trend established since the spring and look back at a couple of prior episodes in which this quickly resolved into a much more volatile and two-way market. We also look at fresh pain in Chinese equities, the US treasury reaction function around the US economic data this week, developments in EU sovereign bonds, energy, metals and FX markets and much more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic