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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
Thursday Apr 21, 2022
Thursday Apr 21, 2022
Slide deck: https://bit.ly/3v1dwZZ -
Today we look at the euro trying to piece together a rally as the Le Pen-Macron debate ahead of the Sunday election run-off was seen as a victory for Macron. As well, we break down yet another impressive quarterly earnings and deliver performance from Tesla, which has shown an impressive ability to expand margins. Earnings previews, the latest on crude oil and product supply tightness, FX themes and more on today's pod, which features Christopher Dembik on macro and France, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic