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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 Jun 28, 2022
Eyeing quarter-end as next test for this market
Tuesday Jun 28, 2022
Tuesday Jun 28, 2022
Slide deck: https://bit.ly/3byPSN2 -
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Today we remind of the upcoming quarter-end, both as the quarterly transition proved pivotal as Q1 yielded to Q2 and the equity market rolled over aggressively from a strong rally to a renewed and sustained sell-off. A look at conflicting signals from key commodities markets including copper, cotton and crude oil, discussion of Nike's outlook and the upcoming General Mills earnings, perspectives on today's June Consumer Confidence release and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic