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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
Friday Jun 03, 2022
Friday Jun 03, 2022
Slide deck: https://bit.ly/3x1WZox -
Today we look at a market posting a strong session yesterday as it brushes aside the pressure from a fresh pop in commodity prices, especially crude oil, and the general rise in global bond yields. Market sentiment and the recently easing financial conditions and especially volatility face a key test today in the form of the latest US payrolls and earnings data and the May ISM Services survey. We also break down yesterday's OPEC+ meeting, which agreed on a production increase, but one that looks like political theater given that the cartel can't produce its current quotas. Copper popping higher, FX themes, earnings up next week and more also on 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