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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
Tuesday Feb 01, 2022
An intense squeeze into month-end. What now?
Tuesday Feb 01, 2022
Tuesday Feb 01, 2022
Today's slide deck: https://bit.ly/3rhAme1 -
Today, we look at the market squeezing higher into month-end yesterday, with the formerly most beaten down sectors performing the best, with a single day gain of nearly 10% for our "Bubble Stocks" equity theme basket. We remain on a cautious footing. Elsewhere, a look at a hot German CPI number helping drive significant moves in EU sovereign yields ahead of an important ECB meeting on Thursday, US yield curve flattening, the market curiously brushing off a very dovish RBA, stocks to watch today as earnings season barrels along and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic