4.3M
Downloads
1033
Episodes
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 Oct 05, 2020
Monday Oct 05, 2020
Today's slide deck: https://bit.ly/3d6ap8v -
Today we look at what could prove a very choppy week ahead, with the overhanging question of US President Trump's health, the fate of US stimulus and the beginnings of earnings season all on the agenda this week. We also look at whether the US treasury market is signaling inflation worries and speculative positioning there, developments in Facebook, key commodities, the US dollar and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.