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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 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