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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
Tuesday Mar 28, 2023
Tuesday Mar 28, 2023
Link to slide deck: https://bit.ly/3TMxqmn -
Today we note that, while bank stocks bounced strongly in the US yesterday and yields mean reverted back higher, the broader market was uninspired by these developments and tech stocks sold off after failing once again to take out the key cycle resistance. We continue to fret the next shoes to drop and bemoan the lack of good indicators to get a sense of where the worst pressures in the system lie (likely in the darker corners of shadow banking and private equity). A look at rebounding commodities, especially oil and copper, stocks to watch, the macro calendar ahead and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic