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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 Jan 26, 2021
The wheels are coming off.
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
Today's slide deck: https://bit.ly/3ojt7gP -
Today, we look at yesterday's mini flash crash in US equity markets and the activity in the retail space - and undoubtedly amplified by other sharp market operators - that is driving an enormous squeeze on the most shorted equity names, most spectacularly yesterday in GameStop. It is a dangerous game that will stop at some point and we encourage traders to exercise extreme caution here. Elsewhere, we dive into the Chinese warning on asset bubbles, focus on US long rates, semiconductor shortages and much more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.