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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 Feb 09, 2021
Tuesday Feb 09, 2021
Today's slide deck: https://bit.ly/3jvbA4y -
Today, a look at new record high for equities and an open question on whether we are reaching peak Elon Musk after the Tesla CEO touted his company's investment in Bitcoin, triggering a 20% rally in the cryptocurrency. Also, a breakdown of the developments in US treasuries ahead of key auctions this week, thoughts on credit as junk bond spreads reach new extremes, the latest boost to commodities prices and commodity-linked equities and much more. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, and John J. Hardy hosting and on FX.