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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 Jun 03, 2022
Equities climb wall of inflation, yield rise worries
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