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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
Wednesday Feb 24, 2021
Wednesday Feb 24, 2021
Today's slide deck: https://bit.ly/2Nt48LU -
Today we take a look through yesterday's remarkable session, in which the steep sell-off in equities - particularly for those with Tesla-ARK-speculative stripes - accelerated and then staged a profound bounce as disruptor guru Cathie Wood was interviewed on TV and crystallized the connection between the highly valued disruptor stocks and crypto-currencies. We also take a look at the ugly action in Chinese mainland shares, an interesting recent pattern in the copper market gyrations, the oil market, salient FX themes and more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.