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
Wednesday Oct 06, 2021
A pressure cooker of rising energy prices, rising USD and rising yields.
Wednesday Oct 06, 2021
Wednesday Oct 06, 2021
Today's slide deck: https://bit.ly/3lc2FHQ -
Today we look at the ongoing energy crisis, which is spreading more aggressively into oil prices now, scratch our heads at yesterday's attempt to piece together a rally in equities and then the negative sentiment shift overnight and into this morning, with no relief in sight as the USD pulls back stronger, driven in part by rising US treasury yields. A look at interesting policy signals from Prime Minister Boris Johnson in a speech today, inflationary signals from cotton and PepsiCo's guidance on price hikes, the RBNZ sell-the-fact rate hike overnight and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic