4.3M
Downloads
1033
Episodes
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 Nov 01, 2021
Monday Nov 01, 2021
Today's slide deck: https://bit.ly/3BC0diC -
Today we look at what unfolded last week as the markets seemed forced to price central bank policy tightening significantly higher, sometimes against the banks' own guidance, suggesting that central bankers may be losing control of the narrative. A key test on that front with tonight's RBA meeting and on Wednesday with the next FOMC. We also look into the latest on energy, equities soaring despite rising short yields, the very busy week ahead for earnings and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic