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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 Mar 06, 2023
Monday Mar 06, 2023
Link to slide deck: https://bit.ly/3Zp2Y3s -
Today we look at the strong comeback in equity markets Friday as yields dipped sharply, providing some relief after the recent strong ramp higher. Still, it is interesting to note that inflation expectations may be undergoing a sea change as well, which has come to the aid of gold. Elsewhere, we gauge the market reaction to China's policy signals, note the busy week ahead on the central bank front, with the RBA up tonight, Fed Chair Powell out speaking in testimony before Congressional panels tomorrow and Wednesday and the Bank of Japan on Friday, which will be Governor Kuroda's final meeting. This and much more on today's pod features 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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Intro and outro music by AShamaluevMusic