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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.
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Monday May 08, 2023
Big sentiment shift Friday. US CPI next test on Wednesday.
Monday May 08, 2023
Monday May 08, 2023
Link to slide deck: https://bit.ly/3nClmbx -
Today we look at the big sentiment shift on Friday, in part driven by strong US April payrolls growth (although do note the negative revision of March data), but also driven by improved sentiment in US regional banks. We look at remarkably stretched positioning in US treasury futures for at least part of the curve, highlight the big shift in currencies late last week, note the treacherous shifts in the oil market, break down the week ahead in earnings, note the geopolitical risks in owning Apple shares, Warren Buffett's concerns on the US-China relationship, the week ahead on the macro calendar, especially the Wednesday US April CPI release, and more. Today's pod 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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