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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 Aug 23, 2021
Dip buyers on the rampage as we head for Jackson Hole
Monday Aug 23, 2021
Monday Aug 23, 2021
Today's slide deck: https://bit.ly/386pgy8 -
Today we look at the strong finish to last week that saw yet another successful buy-the-dip impulse, even if there are signs of considerable divergence. Also on the agenda today, a look at the weakening credit impulse in both the US and China and the forward implications for growth headwinds, the remarkably volatile German election polling as we enter the final month before the general election there and much more. Today's pod features Christopher Dembik on macro and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic