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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 Apr 16, 2021
Cognitive dissonance as super-strength US data sees treasuries rally
Friday Apr 16, 2021
Friday Apr 16, 2021
Today's slide deck: https://bit.ly/3gmIwMW -
Today we delve into the incredibly strong US data yesterday, which the US treasury market not only shrugged off, but rallied on, which could suggest a cautious stance on the view that strong data will ease quickly once the stimulus sugar rush fades - but why then do US equities remain on fire. Also on the call, the yield crush helps gold tease pivotal resistance as key pro-cyclical commodities are up almost across the board recently, some thoughts on GBP and FX and more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic