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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 Mar 29, 2023
Equities extend momentum led by energy
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
Link to slide deck: https://bit.ly/3zdrdX2 -
Risk sentiment is on the rise with the second straight session yesterday in equities with procyclical industry groups such as energy, transportation, banks, and mining rallying. Today's sentiment is extended with news that Alibaba is splitting into six separate business rallying 13% on the news. We also got a strong outlook from Lululemon yesterday and better than expected US March consumer confidence highlighting a strong US economy despite the obvious cracks at banks and real estate. In today's podcast we also cover the positive momentum in oil markets and gold that continues to benefit from the recent nervousness over banks. Today's podcast features Peter Garnry on equities and Ole S. Hansen on commodities..
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Intro and outro music by AShamaluevMusic