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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 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