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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.
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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.