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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.
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Friday Dec 04, 2020
Asia riding high. Cause for concern on US jobs report?
Friday Dec 04, 2020
Friday Dec 04, 2020
Today's slide deck: https://bit.ly/3ogNOKK -
Today we highlight Asian equities as China continues to ride high, helped by stimulus from the rest of the world, and countries feeding into the Chinese economy are likewise enjoying notable strength. We also dive into the latest inflationary signals from shipping rates, look at a compelling e-commerce story, the boost to oil from the OPEC meeting, and whether the US jobs report today could produce a disappointment. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.