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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 Mar 22, 2021
Can markets regain their calm?
Monday Mar 22, 2021
Monday Mar 22, 2021
Today's slide deck: https://bit.ly/3vPuOru -
Today we look at the quiet start to the week for equities after the US managed to avoid any further panic despite the Fed announcing the SLR rule suspension for banks will expire at the end of this month. We also break down the assumptions in Ark investment's $3,000 Tesla call. Elsewhere, commodities are under considerable pressure as the US dollar remains firm even with US treasury yields consolidating lower. That US yield focus is likely to continue this week, with important Treasury auctions on tap. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.