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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
Monday Jun 20, 2022
Can bears go into hibernation for the summer?
Monday Jun 20, 2022
Monday Jun 20, 2022
Slide deck: https://bit.ly/39F1k9u -
Today we look at the market hitting fresh lows late last week and debate whether some relief from falling bond yields and a sell-off in energy prices might bring some relief to this market, even if the sources of that relief are concerns that a recession is incoming. We also discuss inflationary pressures set to continue from the steep rise in US rents, look at crude oil and commodity performance broadly, the lay of the land in FX after a remarkable week, and where are are focusing on earnings and on the macro calendar this week. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic