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
Tuesday Sep 20, 2022
Tuesday Sep 20, 2022
Today's slide deck: https://bit.ly/3QX06Gd -
Click here to open an account with Saxo -
Today we look at the market putting on a show of resilience ahead of the FOMC meeting tomorrow, as we break down where to look for the Fed delivering a hawkish surprise (assuming they will be at pains to avoid a dovish one). The Riksbank hiked 100 basis points during the podcast recording. Elsewhere, we look at US housing as one of the better leading indicators for the equity market, the latest on crude oil, natural gas, and softs, and interesting FX stories aside from the obsessive focus on the USD. 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