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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
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Tuesday May 11, 2021
Tuesday May 11, 2021
Today's slide deck: https://bit.ly/3tDaVkU -
Today we break down an ugly day on Wall Street yesterday, one that drives a bit more concern than usual as we see signs of significant cross-market correlations, with action in commodity markets suddenly looking more wobbly. Too early to tell, but we ratchet the level of concern considerably higher on the risk of an acceleration of volatility. We also look at US treasuries failing to provide any offsetting safe haven effect ahead of important auctions, take a peek at upcoming earnings and the macro calendar and more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic