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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.
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Friday Jun 18, 2021
Consensus macro positions getting poked with a very sharp stick?
Friday Jun 18, 2021
Friday Jun 18, 2021
Today's slide deck: https://bit.ly/3vzJ4TF -
Today we note the significant further developments on the back of Wednesday's FOMC meeting, with new twists in the US yield curve after the knee-jerk reaction, a suddenly supercharged JPY and commodities reeling amidst USD strength, all suggesting that major consensus macro trades are in "pain mode" here. A look at FX, commodities and some sharp shifts in equity market internals and more on the call. Today's pod with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic