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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
Friday Dec 03, 2021
Destruction unfolds beneath the surface in equities
Friday Dec 03, 2021
Friday Dec 03, 2021
Slide deck for today's episode: https://bit.ly/3Eo0TdC -
Equities were looking to skid further yesterday but mustered a comeback erasing the prior day's decline, but underneath the rebound overall in equities we observe outright destruction across many key bubble stock names. Evidence of this destruction was well on display in DocuSign plunging 30% in extended trading on a minor miss on revenue for Q4. We also discuss the market's pricing on interest rate hikes next year before cuts showing that the market has difficulties believing in higher interest rates over a longer period. On commodities we highlight the recent rebound in oil despite OPEC+ intentions to lift production and the recent slump in natural gas prices in the US on mild weather. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic