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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
Monday Oct 17, 2022
Deglobalization and its discontents
Monday Oct 17, 2022
Monday Oct 17, 2022
Today's slide deck: https://bit.ly/3yL3xcQ -
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Today we look at Friday's whipsaw turnaround in equities after the bizarre Thursday rally, as the heart of earnings season lies dead ahead and the world's most traded stock, Tesla, has dumped to a new low for the year just ahead of its Wednesday earnings call. We also discuss Chinese leader Xi's speech over the weekend and whether Europe is set to declare China an economic rival, as well as watching for the ongoing fallout for semiconductor companies after the Biden administration moved to limit semiconductor tech transfer to China. The latest in FX, individual stocks to watch and more also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic