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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 12, 2021
Social media companies a drag on US equities. Tesla versus NIO.
Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
Today's slide deck: https://bit.ly/2Xw2LNV -
Today, we look at divergent markets as Japanese equities managed to scrape to a new cycle high, while US stocks corrected sharply back lower after the prior day's surge, dragged in particular by social media companies on the de-platforming of Trump and other related issues linked to him politically. Also a look today at Tesla versus NIO, the commodities complex, the status of the US dollar consolidation and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.