![Saxo Market Call](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q.png)
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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
![Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Tuesday Sep 12, 2023
Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
In today's podcast on fixed-income we preview the ECB rate decision on Thursday on the back of a recent stagflation outlook from the EU Commission making the policy decision a difficult one. We argue for a hawkish pause with the potential move by the ECB to stop reinvestments into the PEPP facility. Based on a slowing economy and stagflation light outlook we go through why both European and US sovereign bonds have an attractive risk-reward ratio, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.