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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
Thursday Sep 29, 2022
Thursday Sep 29, 2022
Today's slide deck: https://bit.ly/3ftTwtN -
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Today we discuss the Bank of England's announcement of emergency QE yesterday, and how the impact of that on not just UK, but also, global yields impacted risk sentiment yesterday. Arguably, the UK is merely the weakest link and the BoE's actions might have to be repeated elsewhere - but on what time frame? We also look at the impact on gold, the latest on crude oil and the natural gas supply situation for Europe this winter even without any Russian gas deliveries, and much more. Today's pod features Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic