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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 08, 2020
Equities are pausing while gold is galloping higher on stimulus talk
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Today's slide deck: https://bit.ly/36WBSIu -
Today we discuss the low volatility that has suddenly hit many markets including equities despite a few pockets with Tesla being one of those stocks that gained another 6% yesterday. We highlight the Tesla surge with the disconnect that is that Tesla is losing ground in Europe, the biggest EV market in the world, to Volkswagen and Renault. More stimulus talks in both the US and Japan, while Europe is finalizing its big Covid-19 stimulus package, had gold galloping yesterday We are also releasing our Outrageous Predictions 2021 today, which this year is called "the Future is Now" and describes an outrageous future and its implications for financial markets. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.