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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.
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Friday Jul 30, 2021
A strong sense of foreboding
Friday Jul 30, 2021
Friday Jul 30, 2021
Today's slide deck: https://bit.ly/3xi2jlv -
Today features Saxo CIO Steen Jakobsen, who takes a look at the implications of the internals in yesterday's US Q2 GDP estimate miss, which the US market seemed oddly to celebrate before dumping after the market close on very weak guidance from Amazon in its earnings call. We also look at factors that will continue to drive inflation, the bearish equity market technical case that is still in effect after yesterday's action and in particular, the strong sense of foreboding Steen feels as he looks at the market backdrop here. A preview of the busy economic calendar for the week ahead and more on the call. Today's pod hosted by John J. Hardy.
Intro and outro music by AShamaluevMusic