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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 Aug 16, 2021
Monday Aug 16, 2021
Today's slide deck: https://bit.ly/2VXVUj0 -
Today we look at the week ahead as the earnings calendar remains busy, especially for interesting Chinese names. We also look at the potential impact of the ongoing delta variant surge and its impact, especially heavy on US sentiment as seen in Friday's preliminary University of Michigan sentiment reading. A preview of the RBNZ decision this week and a fairly busy macro calendar for the week and much more on the pod. 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