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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 Mar 21, 2023
Tuesday Mar 21, 2023
Link to slide deck: https://bit.ly/3yVYfei -
Today we look at the eerie calm across markets after the two consecutive weekend interventions to deal with systemic risks from failing banks. We also discuss whether the FOMC will be willing to market its forecasts anywhere near where market expectations have shifted in its forward guidance at tomorrow's meeting, look at copper, natural gas and platinum, stocks to watch, including Amazon, where we wonder if activist investors could soon make an appearance and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic