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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
![Commodities: Gold defies rising bond yields, but why?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Thursday Oct 26, 2023
Commodities: Gold defies rising bond yields, but why?
Thursday Oct 26, 2023
Thursday Oct 26, 2023
Today we talk about rising gold prices despite rising yields in a move that smells of investors seeking hedging for a financial system in which something could soon break due to rising bond yields. We also talk about the oil market and how it is perceiving supply disruptions amid the escalating war between Hamas and Israel. Finally, we touch on the strong gains in soft commodities such as orange juice, cocoa touching a 44-year high, and sugar touching a 12-year high, with Peter Garnry and Ole S Hansen.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.