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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
Wednesday Apr 27, 2022
Equities capitulate to the brink.
Wednesday Apr 27, 2022
Wednesday Apr 27, 2022
Slide deck: https://bit.ly/3KkpZMR -
Today we look at a US equity market that capitulated to the lows of the year, with sentiment worsening late on an earnings miss from Google parent Alphabet after the close. Elsewhere, the euro dropped to new five-year lows versus the US dollar this morning as Russia threatens to cut off gas supplies if importers refuse to pay in rubles, with supplies into Poland and Bulgaria disrupted today. We look at Chinese stimulus hopes after Xi comments overnight, more earnings in focus today, key FX themes and more in today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic