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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
Monday Aug 01, 2022
Financial conditions in the driver’s seat
Monday Aug 01, 2022
Monday Aug 01, 2022
Slide deck: https://bit.ly/3oHQh31 -
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Today we look at the US equity market wrapping up last week on a high note despite a bout volatility in the wake of a hotter than expected June US PCE inflation print. Financial conditions are in the driver's seat as the market continues to drive longer term US treasury yields lower and sees the Fed policy rate peaking for the cycle by early next year and easing eventually by perhaps mid-year, with tumbling credit spreads suggesting fears of a hard landing for the economy are easing. We're a bit less complacent. Upcoming earnings and the week ahead in macro data risks also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic