Podbean logo
  • Discover
  • Podcast Features

    Your all-in-one podcasting solution.

    Podcast Studio

    Easy-to-use audio recorder app.

  • Livestream

    High-performing audio live, without limits.

  • Podcast App

    The best podcast player & podcast app.

  • Ads Marketplace

    Join Ads Marketplace to earn money
    through sponsorship on your podcast.

    PodAds

    Manage your ads with dynamic ad insertion capability.

  • Patron & Paid Content

    The seamless way for fans to support you directly
    from your podcast.

  • Apple Podcasts Subscriptions Integration

    Effortlessly publish and manage exclusive episodes for your
    Apple Podcasts subscribers directly from Podbean.

  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
    • Live Stream
    • PodAds
    • Podcast App
    • Podcast Studio
  • Monetization
    • Premium
    • Patron
    • Apple Podcasts Subscriptions Integration
    • Ads Marketplace
  • Enterprise
  • Pricing
  • Discover
  • Log in
    Sign up free
Saxo Market Call

Saxo Market Call

Business:Investing

The unbearable sensitivity to rising yields

The unbearable sensitivity to rising yields

2021-11-24
Download

Today's slide deck:  https://bit.ly/32om7Kl   -

Today we try to quantify and illustrate the equity markets most sensitive to rises in long yields, i.e., duration sensitivity, noting particularly chunky declines in the most duration sensitive markets yesterday. As well, a look at the "buy the fact" reaction to the US release of strategic oil reserves, key FX stories, including the RBNZ proving less hawkish than the market hoped and much more. Today's pod features Peter Garnry on equities, Ole Hansen on fixed income and John J. Hardy hosting and on FX.

Intro and outro music by AShamaluevMusic

view more

More Episodes

Fixed-income: How much higher can bond yields go?
2023-09-26 2.2k
Macro and FX: Can the higher for longer narrative continue?
2023-09-25 3.9k
Commodities: What does a Fed soft landing mean for commodities?
2023-09-21 4.5k
Equities: Red flags in IPOs, low volatility in US equities, and earnings to watch
2023-09-20 4.1k
Fixed-income: The US 10-year yield is on the loose
2023-09-19 4.2k
Macro and FX: Central banks bonanza this week
2023-09-18 4.5k
Commodities: Oil rally raises stagflation risks and yuan’s correlation to copper
2023-09-14 4.6k
Equities: Energy on the move, Europe’s ”EV war” with China, and FedEx earnings
2023-09-13 4.5k
Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds
2023-09-12 4.5k
Macro and FX: King Dollar, pressures on China, and will ECB hike?
2023-09-11 4.9k
Commodities: Crude’s artificial tightness, uranium and gold in focus
2023-09-07 5.0k
Equities: EV ecosystem, Adobe earnings, and AI washing
2023-09-06 4.6k
Fixed-income: Peak rates and the impacts
2023-09-05 4.7k
Macro and FX: Could soft landing hopes slow down USD rally?
2023-09-04 4.9k
Will US jobs report extend current momentum?
2023-09-01 4.9k
’Peak rates’ narrative continues to underpin momentum
2023-08-31 4.7k
Bad news is good news, or so the market thinks
2023-08-30 4.7k
Chinese equity narrative turns to hope of a turnaround
2023-08-29 5.0k
Volatility collapse post Jackson Hole as Powell delivers nothing
2023-08-28 5.0k
Market deflates with NVDA options premium. Beware new EU regulations!
2023-08-25 5.2k
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • →
012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks
  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Patron Program
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • Submit Your Podcast
    • Podbean Plugins
    • Developers
  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a podcast
    • How to Promote Your Podcast
    • How to Use Group Recording
  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Badges
    • Resources
  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2023 Podbean.com