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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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Wednesday Mar 24, 2021
Asian malaise is not getting enough attention
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
Today's slide deck: https://bit.ly/31faemm -
Asian equities were in for another drubbing overnight and the development is not getting the attention it deserves, although yesterday also showed a very rocky session in the US market, if we take the median equity, at least. Today we delve into that, the spiking US dollar, crude oil and gold, and importantly, the upcoming US Treasury auctions today and tomorrow and whether the lid will stay on US yields through quarter end. On today's call were Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.