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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
Tuesday Feb 08, 2022
EU sovereign debt crisis redux risk?
Tuesday Feb 08, 2022
Tuesday Feb 08, 2022
Today's slide deck: https://bit.ly/3uwk9nl
Today, we break down another shaky session for equities as yields continue to surge higher ahead of a series of important US treasury auctions today through Thursday and ahead of Thursday's US January CPI print. We also focus on EU peripheral spreads blowing wider as the market wonders who will replace the ECB's bid if the central bank stops expanding its balance sheet. A look at drivers for the crude oil and metals markets, earnings overview for today and more also on today's pod, which features Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic