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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 Oct 18, 2022
Far more noise than signal here
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
Today's slide deck: https://bit.ly/3yJOhg3 -
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Today we look at another zany session on Wall Street yesterday, where we suspect that heavy derivatives related exposures are creating a lot of noise and little signal. Meanwhile, we are curious to see if we can pick up the signal from incoming company earnings, as we highlight the next important companies to report this week as earnings season hits full stride. Interesting FX stories, including the latest thoughts on sterling, and more on today's pod, which features Peter Garnry on equities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic