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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
Tuesday Aug 29, 2023
Chinese equity narrative turns to hope of a turnaround
Tuesday Aug 29, 2023
Tuesday Aug 29, 2023
Link to slide deck: https://bit.ly/3QYEMnq -
Risk-on sentiment continues this morning with a strong Chinese equity session seeing Hang Seng futures rallying 2%. We discuss the new positive sentiment on Chinese equities, but also the ongoing risks to the Chinese economy. We also talk about the recent headwinds for the USD and positioning in industrials metals. Finally, we cover the 3M lawsuit settlement over defective earplugs to the US military and the upcoming earnings today from HP and NIO. This and more on today's pod, which features Peter Garnry on equities and Ole S. Hansen on commodities.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic