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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
Tuesday Jun 21, 2022
BoJ losing control. Geopolitical risks for Tesla.
Tuesday Jun 21, 2022
Tuesday Jun 21, 2022
Slide deck: https://bit.ly/3Nce5pA -
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Today we continue our discussion on where markets are headed over the summer: into a period of calm, driven by an easing of the rise in yields and hopes for cooling inflation as economic data softens, or are we set for more shocks ahead on a fresh rise in especially US yields and the associated pressure on global financial conditions and risk sentiment? We also look at the geopolitical risks for Tesla due to Elon Musk's non-Tesla activities, discuss falling commodity prices as copper trades at important support, fresh pressure on the JPY as BoJ is losing control of its balance sheet 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