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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
Monday Aug 15, 2022
Equities throwing down the gauntlet, how will Fed respond?
Monday Aug 15, 2022
Monday Aug 15, 2022
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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