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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
Episodes
Thursday Mar 11, 2021
Thursday Mar 11, 2021
Today's slide deck: https://bit.ly/2OFUHsL -
Today the team dives into the still pronounced divergences in equity markets as the big speculative names gapped higher yesterday before fizzling badly in the cash session, only to rise again in overnight trading, while value stocks globally continue their rise. We also look through the US 10-year treasury auction, noting it was weaker than first impressions might suggest. A run through FX, ECB preview, oil and gold and more on the call. Today's call was with Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.