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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.
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Tuesday Nov 23, 2021
A climax reversal for equities after Powell gets nod for a second term
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
Today's slide deck: https://bit.ly/3FHnphQ -
Today we look at the market reaction to US President Biden giving Fed Chair Powell teh nod for a second term, while promoting Lael Brainard to Vice Chair. The most interesting reactions were in the US yield curve as a faster pace of Fed tightening was priced in for next year, but also in the US equity market, which experienced a climax reversal back lower after an initial surge higher in the wake of the Powell nomination news. Elsewhere, oil set for an interesting test as Biden may be set to announce a release . And in sovereign bond markets, besides the US treasury focus after the news yesterday, focus is also on Europe as we may be set for a German government coalition announcement as Italian risks also weigh on President Mattarella's imminent resignation. Today's pod features Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic