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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
Tuesday Dec 28, 2021
Equities aboard Santa’s sleigh, but yield curve predicting storm ahead?
Tuesday Dec 28, 2021
Tuesday Dec 28, 2021
Today's slide deck: https://bit.ly/3HiNuoe -
Today we put the year of 2021 in equities in perspective and question whether 2022 will bring a very different return profile. As well, we try to pick apart what the US yield curve is telling us about inflation or other areas of concern entirely, specifically that the Fed can only go so far before triggering the next panic that then requires that they ease. Specific equity stories, USDJPY seasonality, energy developments and more also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic