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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.
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![Do any of the scenarios lead to tighter financial conditions?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Jul 05, 2023
Do any of the scenarios lead to tighter financial conditions?
Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
Link to slide deck: https://bit.ly/3PDCutb -
Today we look at a market that is waiting for incoming data, with the long end of the US yield curve in focus as we watch whether we get stronger data and a yield surge that may tighten financial conditions, or whether soft data plays as "bad news is bad news" rather than continuing to encourage the seemingly ever easier financial conditions of late. We also note fresh "fragmentation game" angles on signals out of China and the US looking to possibly at the loophole in its restrictions on Chinese access to AI, we discuss the incoming earnings season, important perspectives for bond investors as significantly positive coupons have dramatically shifted the risk/reward in bond investing and much more Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic