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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 Dec 16, 2020
Apple jumps. Will FOMC disappoint?
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.