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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 29, 2021
Consolidation, correction or crash?
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
Today's slide deck: https://bit.ly/2Wl1c8j -
We have no idea where markets are headed, but yesterday saw a new capitulation of sorts in equity markets, particularly for interest rate sensitive stocks, which underperformed a broadly sold market. Key technical levels are dead ahead in the US S&P 500, including the pivot low of the prior sell-off and the 100-day moving average, while we ponder the contributors to this sell-off, spiking yields and especially energy prices, which actually cooled yesterday in the case of crude oil. We also look at the currency market heating up in sympathy with volatile equity markets, gold showing some degree of resilience while sterling was in for a heavy beating, and in equities, we zoom in on Micron and ASML. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic