4.4M
Downloads
1064
Episodes
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
Monday Aug 15, 2022
Monday Aug 15, 2022
Click here to open an account with Saxo -
Today we note that there doesn't seem to be any obstacle to the market advancing higher at the moment, as US longer yields remain tame and financial conditions continue to ease on hopes that we are set for a soft landing. But the Fed is likely not happy with conditions easing so aggressively and will have its work cut out for it to push back against the market's advance if treasury yields won't do the work for them. We also preview this week's earnings and macro calendar, talk energy, agriculturals and a zany cotton market, the USD turning back higher in places 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