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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 Jun 07, 2023
Wednesday Jun 07, 2023
Link to slide deck: https://bit.ly/3NisSTc -
Today, we look at a remarkable US equity market session yesterday, which saw some underperforming sectors and themes performing extremely well while the broader market was very quiet. The sudden "calm" in markets here is reflected in the VIX dropping to its lowest level since before the pandemic breakout. We also look at the massive US treasury issuance set for the balance of this month and whether this will pinch liquidity and sentiment. We remark on 2-year EU yields and whether these are realistic, given further expected ECB hikes. In FX, focus on Bank of Canada today and whether it will prove the second central bank after the RBA to restart its tightening regime. This and more in today's pod, which features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic