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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 Apr 08, 2021
FOMC dials up the dovishness. Can US get global minimum tax done?
Thursday Apr 08, 2021
Thursday Apr 08, 2021
Today's slide deck: https://bit.ly/39SikFX -
Today we look at the boost to risky assets in the wake of the dovish message from the FOMC minutes last night. We also bring up a few longer term questions on the US ability to act as a leader in coordinating a multilateral agreement on minimal tax levels after US Secretary of Treasury Yellen's comments. This will be crucial for forward earnings projections for the big multinationals. Meanwhile, more tactically, a number of yield-sensitive instruments are at pivotal levels, from the US dollar to precious metals as we watch for whether US treasuries will continue to consolidate higher or have already digested the recent sell-off. On today's call were Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro & Outro music by AShamaluevMusic