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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 Aug 09, 2022
Tuesday Aug 09, 2022
Slide deck: https://bit.ly/3QykD3R -
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The equity market turned tail after another upside burst yesterday, creating the first compelling technical reversal in a while, with no readily identifiable catalyst, though we maintain concerns that complacency on how this cycle will shape up is excessive, particularly on geopolitical concerns and de-globalization drivers. Today we also look at NVidia's ugly revenue miss, Grains, gas and metals in commodities, and earnings reports on tap for today. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic