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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 Jun 07, 2023
A very calm surface hiding important developments?
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