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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 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