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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Thursday Oct 15, 2020
Equity slide continues. Italian BTPs for the win?
Thursday Oct 15, 2020
Thursday Oct 15, 2020
Today's slide deck: bit.ly/3j48B18 -
Today we look at the fresh slide in the US equity market and concerns that stimulus wont be forthcoming before the election, have a look at FX stories driving GBP volatility and AUD weakness, and focus on European sovereign debt, as Italian bonds have been the trade of the year for more liquid sovereign bonds and where the longest BTPs could be set for further outperformance if the EU is indeed having its "Hamilton moment". Today with Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.