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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
Thursday Aug 19, 2021
A different breed of market sell-off from the previous six sell-offs this year?
Thursday Aug 19, 2021
Thursday Aug 19, 2021
Today's slide deck: https://bit.ly/3xVjMR7 -
Yesterday's market rout deepened the recent rut in global markets, with the timing making it a bit difficult to call this a taper tantrum, as the selling was most intense at the end of yesterday's trading session in New York, not around the time of the release of the FOMC minutes, although these do show a clear intent to begin tapering before year end. We look at the odd internals amidst the sell-off, the sympathetic sell-off in commodities, the takeaway for treasuries from the FOMC, perspectives on inflation-linked treasuries globally as well as the USD reaction and more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic