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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
Thursday Mar 03, 2022
Commodities are searching for the breaking point
Thursday Mar 03, 2022
Thursday Mar 03, 2022
Today's slide deck: https://bit.ly/3KflenU -
Uncertainty is still extremely high with key commodity markets across coal, natural gas, oil and wheat going vertical hitting companies and households around the world. We have entered the phase where these commodity prices are causing real demand destruction and raising the probability of a recession. We also talk about the rebound in equities amid potential new peace negotiations between Ukraine and Russia, and Powell's speech that the US economy can absorb higher interest rates. Overnight, MSCI and Russell have decided to remove all Russian equities from their equity benchmark indices effective 9 March with the value of all Russian equities being put at zero on 7 March. On bonds we cover the recent volatility and pricing of rate hikes both in the US and Europe. Today's podcast features Peter Garnry on equities and Ole Hansen on commodities and Althea Spinozzi on fixed-income.
Intro and outro music by AShamaluevMusic