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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
Wednesday May 18, 2022
Wednesday May 18, 2022
Slide deck: https://bit.ly/3lj2Nof -
Today we break down the strong market session yesterday, with crypto-related names the star performer on a day that Bitcoin is still struggling to find separation from 30k, and with the market higher despite a fresh hawkish broadside from the Fed as Powell claimed the Fed won't hesitate to take the Fed Funds rate above neutral. Key short-term resistance is coming into view in US stocks and is already here in Europe. Elsewhere, we look at a worst in 35-year drop in Walmart on its profit forecast, discuss a misguided forecast on the housing market from Home Depot CEO after that company got a boost from its earnings report, look at evidence the from leading indicators showing that the US housing market is rolling over, the latest on crude oil and natural gas, earnings and macro data up today and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic