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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 19, 2021
This week must answer the question: consolidation or correction?
Monday Jul 19, 2021
Monday Jul 19, 2021
No slide deck today, but here is a link to today's Saxo Market Quick Take: https://bit.ly/3BryzpZ -
Last week ended on a sour note and today we pick up the pieces and have a look at next key levels for the major indices, noting that Japan's Nikkei 225 is already challenging critical levels, while the US correction thus far is only just now reaching the first important levels, below which the situation becomes more serious. At issue seems to be a general concern with the status of the "reflation trade" and the degree to which the Covid resurgence is clouding the outlook. John J. Hardy hosts today's pod and wraps up the market action, and highlights the key earnings and macro calendar event risks this week.
Intro and outro music by AShamaluevMusic