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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 03, 2023
2023 really starts today and tomorrow
Tuesday Jan 03, 2023
Tuesday Jan 03, 2023
Link to slide deck: https://bit.ly/3Iitmq2 -
Today, we remind traders that the market action doesn't really start for much of global liquidity until today's opening of UK and US markets, with Japan not even set to start trading until tomorrow. This makes the JPY volatility in particularly difficult to interpret in thin markets. Most of the USD move that has unfolded this morning did so during and after the recording of this podcast, but we suggest that it is important to wait for the US data on Friday for a firmer sense of where the market stands on the US dollar and other markets, including gold. Today we also discuss the important year ahead for Tesla, with more products and platforms in the mix than at any time in its history, contrasting its outlook with that of Volkswagen. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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