4.4M
Downloads
1064
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 Apr 25, 2022
Monday Apr 25, 2022
Slide deck: https://bit.ly/3xL3uhs -
Today we look at the market sell-off extending, in part on fresh concerns of widening covid lockdowns in China, this time potentially in the capital Beijing, as commodity prices sell-off steeply and risk sentiment continued lower after Friday's very weak close. We also discuss China's agenda as it viciously weakens its currency, the outlook for grains as speculators are very one-sided in key markets, the outlook for earnings season 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