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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 Jan 13, 2022
Thursday Jan 13, 2022
Today's slide deck: https://bit.ly/3FnDlFA -
Today, we look at the market shrugging off the latest multi-decade high in US CPI as US treasury yields actually dipped on the day and the US dollar broke down broadly as the drumbeat of hawkish Fed appearances and data have failed to sustain new momentum in policy tightening expectations or long US treasury yields. Elsewhere, we look at a new pop in metal prices, particularly copper, discuss key equity stories, including chip giant TSMC and more. 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