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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
Wednesday Feb 24, 2021
A nervous comeback after a further rout
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.