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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
Thursday Feb 03, 2022
Big day for BoE and ECB. Equity market too jumpy.
Thursday Feb 03, 2022
Thursday Feb 03, 2022
Today's slide deck: https://bit.ly/3AWONap -
The US S&P 500 closed the session yesterday right on a key retracement level before crumbling after hours on a weak guidance from Facebook parent Meta Platforms and Spotify, adding the recent pattern of extreme sensitivity to surprises in earnings report. On that note, we're holding our breath for the Amazon earnings call today. We also discuss the BoE and ECB meetings today, which almost have to surprise after the surge in expectations for more hawkish guidance, particularly for the ECB. Also - crude oil is looking a bit tired technically even as the supply situation remains tight. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic