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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 Dec 16, 2020
Wednesday Dec 16, 2020
Today's slide deck: https://bit.ly/3aeJXu3 -
Today we discuss the significant comeback in US equities yesterday, led by a very strong Apple on its intent to ramp up production or next year. Also, a look into gross margins and whether they can remain as elevated as they are today given the limitations of the physical world and potential for rising commodity prices. We also discuss silver, crude oil, USDJPY breakdown potential and whether tonight's FOMC meeting could disappoint expectations for more easing. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.