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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
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Today's slide deck: https://bit.ly/3tZFanE -
Today we take a look at the three previous major highs in the equity market and compare conditions then with conditions now, as we continue to maintain a cautious stance, particularly given the recent rise in bond yields. On that note, a look at the next key levels for US and UK 10-year yields, a run through what is holding gold back as the reflation narrative otherwise thrives, and much more. Today's call with Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.