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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 May 31, 2023
AI hype is faded and China slump adds to growth worries
Wednesday May 31, 2023
Wednesday May 31, 2023
Link to slide deck: Saxo Market Call slide deck -
Risk sentiment headed lower yesterday as the AI hype was faded by traders and the weaker sentiment extended overnight as China published weaker than estimated PMI figures for May adding fresh worries over global growth. In today's podcast we cover equity futures, Salesforce earnings, China's weaker growth, lower bond yields, the US debt ceiling deadline, strength in gold, and weaker across iron ore and copper. Today's podcast features Peter Garnry on equities, Ole Hansen on commodities, and Althea Spinozzi on fixed-income.
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