![Saxo Market Call](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q.png)
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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
![Diving commodities prices the driver.](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Friday Jul 01, 2022
Diving commodities prices the driver.
Friday Jul 01, 2022
Friday Jul 01, 2022
Slide deck: https://bit.ly/3nvy7RF -
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Today we look at commodities markets in the driver's seat as industrial metals prices resumed their nosedive, precious metals are trading near key levels, and crude oil sold off steeply, which in turn set the path lower for global yields. All of this is supportive of the Japanese yen, which spiked since late yesterday in the wake of a hot June Tokyo CPI release. We also review the equity market performance of the first half of 2022, note that financial conditions are tightening viciously, discuss Micron's very bad earnings report, the forward outlook for Q2 earnings and more. 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