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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
Wednesday Feb 15, 2023
Fed terminal rate hits new high. China recovery story stumbling?
Wednesday Feb 15, 2023
Wednesday Feb 15, 2023
Link to slide deck: https://bit.ly/3lwPzr7 -
Today we look at the market's unsuccessful attempt to draw meaning from yesterday's CPI data, but US yields ending the day near the highs for the cycle, in terms of Fed expectation ahead of today's US January Retail Sales print. We also look at a significant change of temperature in the China recovery story overnight, discuss AirBnB results and outlook as a sign of a resilient US economy and much more. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic