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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 Jun 25, 2021
Aggressive risk on ahead of US inflation data
Friday Jun 25, 2021
Friday Jun 25, 2021
Today's slide deck: https://bit.ly/3dagtyc -
US and Chinese equities notched a solid session yesterday and overnight, taking US equities to new all time highs and Chinese equities further above key support. Having spent all week unwinding last week's reaction to the FOMC meeting, USD traders will need to decide as soon as today whether the greenback's rally will reassert or fully reverse, with May PCE Inflation data up later. We also look at signals from Nike's and FedEx's earnings reports, fresh spikes in shipping costs out of China, rising energy prices, another EM central bank tightening policy and more. On today's pod are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic