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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
Thursday Mar 30, 2023
Thursday Mar 30, 2023
Link to slide deck: https://bit.ly/3zkMuOK -
In today's podcast we talk about the improved momentum in equities driven by technology stocks and especially with yesterday's best performing theme being semiconductors driven by AI focus, strong EV demand, and improving demand for memory chips in data centers. We also talk Sweden as a showcase of the impact from tighter credit conditions and the new financial year in Japan. On commodities we cover oil with a focus on recent changes to the Brent crude contract and the slowing production in the US due to cost pressures, lastly on commodities we highlight recent developments in the grain markets. Finally, we cover better than expected earnings from H&M and talk about US non-financial corporate profit margins reached the highest levels in 2022 since the end of WWII. Today's podcast features Peter Garnry on equities, Ole S. Hansen on commodities, and John J. Hardy on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic