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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
Thursday Nov 04, 2021
Fed commits to staying behind the curve for now
Thursday Nov 04, 2021
Thursday Nov 04, 2021
Today's slide deck: https://bit.ly/3mLmO8t -
Today we look at the market getting what it wanted from the FOMC, as the Fed delivered the expected pace of QE purchase tapering, even if it reserved the right to shift the pace at future meetings if warranted. Our belief is that it will prove more than warranted and we take you through the rationale in today's podcast. Also a look at the drivers of the collapse in oil prices yesterday, concerns on rising food prices and credit spreads in China, thoughts on fixed income after the FOMC and on the Bank of England meeting later today, earnings highlights and more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic