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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.
Episodes
Monday Apr 19, 2021
Monday Apr 19, 2021
Today's slide deck: https://bit.ly/3ajZaJC -
Today we look at the meltdown in the crypto space at the weekend and the risk for the ARK, Coinbase etc as bubble stocks were already under pressure late last week. Also a look at commodities after a nearly across the board revival of the space last week, also as the USD has come under pressure. Gold has teased above important resistance as well. The big focus this week will be on Q1 earnings, and we take listeners through the key names reporting this week across a wide array of industries. On today's call were Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic