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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
Monday Jan 25, 2021
Monday Jan 25, 2021
Today's slide deck: https://bit.ly/2NpCNcS -
Today, we delve into the market's positive start to the week and the blitz of big earnings reports ahead, including Wednesday's bonanza of US megacaps reporting. Also, a wrap of the huge correction in the grains market last week and whether it marks a trend change, what is driving the weaker US dollar narrative and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.