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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.
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Monday Nov 23, 2020
Monday Nov 23, 2020
Today's slide deck: https://bit.ly/35VjYoP -
The market generally in a positive mood to start the week despite an odd wobble into the close on Friday, apparently enthusiastic on the imminent roll-out of Covid-19 vaccine efforts and generally bidding up assets globally, including especially in emerging markets in recent weeks. On today's call we discuss why Ethereum is grabbing attention in the crypto space. We also look at sterling as we await an expected Brexit breakthrough soon and discuss a very interesting move from Chancellor Sunak on infrastructure. A look at commodity markets includes a rare look at cocoa after a huge spike last week. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.