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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
Thursday Sep 01, 2022
Dark clouds are forming as equities extend declines
Thursday Sep 01, 2022
Thursday Sep 01, 2022
Today's slide deck: https://bit.ly/3R8qkGG -
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Today we discuss the continuing declines in equities as US leading indicators are now fast approaching negative suggesting heightened risk of a recession in 6-9 months from now. Overnight in Asia weak PMI figures from South Korea and China confirmed our recent worries of the economic slowdown materialising broadly. We also discuss Europe's electricity market which seems to have been taken over by speculation and is not working properly. In FX we highlight the recent strength of the EUR and the dismal weakness of the GBP. Higher interest rates are also hurting silver and gold extending the negative momentum. 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