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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
Wednesday Sep 01, 2021
Chinese equity rebound boosts global sentiment, even as we remain in defensive stance
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Today's slide deck: https://bit.ly/3yDBdWF -
Today we look at the Chinese rebound overnight and note the terrible relative performance this month and for the year-to-date for China relative to India, which is not plagued by the same regulatory uncertainties. But we continue to wax very cautious on the very extended US market even if we are unable to see any specific negative catalyst on the horizon. Thoughts on the German and French elections, EU sovereign bonds after a yield jump yesterday, FX, defense stocks now that US President Biden has declared the US done with nation-building and more on the pod today, which features Christopher Dembik on macro, Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic