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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
Tuesday May 31, 2022
Crude awakening, Biden summons Powell to Oval Office
Tuesday May 31, 2022
Tuesday May 31, 2022
Slide deck: https://bit.ly/3x0MxP7 -
Today we look at the huge fresh surge in crude oil prices as Europe moves ahead with further restrictions on Russian oil imports. This is providing a headwind for risk sentiment, as is a jump in US yields after the US Fed's Waller talked up several 50 basis point hikes and Biden summoned Fed Chair Powell for a rare meeting in the Oval Office today. In equities, we look at rebound behaviors within historic bear markets as this is now the 15th worst drawdown in US equity market history since 1929. Wheat, industrial metals, the USD and FX themes, corporate credit and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic