4.3M
Downloads
1033
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 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