4.6M
Downloads
1110
Episodes
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
Tuesday May 04, 2021
A novel volatility hedge for equities. CB's are turning tighter.
Tuesday May 04, 2021
Tuesday May 04, 2021
Today's slide deck: https://bit.ly/3eOAo5O -
The Reserve Bank of Australia teased a likely removal of policy accommodation at its July meeting overnight, which would make it the second bank after the Bank of Canada to remove monetary policy accommodation. And the market is pricing in a similar tendency from the Bank of England ahead of Thursday's meeting. We look at this, together with an interesting reversal lower in treasury yields after the US ISM Manufacturing release yesterday, talk a novel way to hedge for equity volatility, talk precious metals and a new way to invest in uranium and much more. Today with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic