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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
Friday Feb 04, 2022
ECB capitulates on inflation. Amazon underwhelms.
Friday Feb 04, 2022
Friday Feb 04, 2022
Today's slide deck: https://bit.ly/3AWMxA4 -
Today we discuss the whipsaw action in equity markets as the US first closed weakly after Facebook parent Meta Platforms suffered the worst single day market cap loss for a US company in history, only to see the market enthusing, rather oddly, over Amazon and Snap results after hours. We also break down the Bank of England and ECB meetings, where Lagarde opened the floodgates by admitting that the ECB would review its policy on inflation at coming meetings. Also, the market looks ready to ignore a very ugly US January nonfarm payrolls change print today, choosing instead to focus on earnings. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic