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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.
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Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
Today's slide deck: https://bit.ly/3mL1FcF -
Today we look at yesterday's March US CPI release, which came in hotter than expected and very hot by historical standards, and yet how the US Treasury market actually rallied on the day, suggesting that the market wants to look through inflation fears for now. This gave speculative stocks a strong boost, even as the broader market was somewhat weak. Elsewhere, we delve into ripping lumber prices, gold celebrating the treasury rally, whether the US dollar is rolling over and the very unusual and riveting Coinbase IPO. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic