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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
Friday Jul 29, 2022
Careful what you wish for, market.
Friday Jul 29, 2022
Friday Jul 29, 2022
Slide deck: https://bit.ly/3vq0YLo -
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Today we look at a weak Q2 US GDP estimate pumping up the market due to the softening of financial conditions, with a further pump in late trading on Amazon and Apple earnings reports. Today we remind listeners that in the big cycles past that actually did see a recession, the market found its bottom as the Fed struggled to ease enough to catch up with a deteriorating economy, so in cycle terms, the market should be a bit careful what it hopes for here. John J. Hardy hosts.
Intro and outro music by AShamaluevMusic