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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
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Slide deck: https://bit.ly/3kj2poX -
Today we look at a US equity market that posted a nervy session yesterday, with a surge after the close from less bad Meta news than feared. We still assess that the market is trading heavily, with additional danger from a surging US dollar as USDJPY surged to new 20-year highs on the Bank of Japan doubling down on its yield-curve-control policy and therefore deepening its loss of control over its balance sheet. We also look at more earnings ahead, including Apple and Amazon tonight, edible oil prices a concern for global food inflation, gold, FX themes 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