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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
Tuesday May 23, 2023
Tuesday May 23, 2023
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Today we look at building tensions as US equities trade sideways at elevated levels for the cycle while US treasury yields rose once again to new highs since the March banking system turmoil. We wonder whether equity market investors are complacent on the risks of a liquidity pinch once the US debt ceiling issue is (presumably) resolved. We also take a look at Japanese and even Greek equities, two star-performing markets this year, the reaction to Zoom's earnings report, the upcoming RBNZ meeting, crude oil and gold and positioning and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic