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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.
Episodes
Wednesday Aug 30, 2023
Bad news is good news, or so the market thinks
Wednesday Aug 30, 2023
Wednesday Aug 30, 2023
Link to slide deck: https://bit.ly/3L3UV7k -
Bad news was good news yesterday as significantly weaker than estimated US August consumer confidence and July JOLTS jobs opening pushed the US 10-year yield lower lifting equities, and especially the cyclical sectors such as semiconductors and carmakers. In currencies, the AUD is seeing the strongest bid and in commodity markets crude oil is still supported by tight markets. Peter Garnry on equities and Ole S. Hansen on commodities.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic