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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
Friday Dec 17, 2021
FOMC kneejerk reversal and ominous technical setup
Friday Dec 17, 2021
Friday Dec 17, 2021
Today's slide deck: https://bit.ly/3e2SAIG -
Today we look at the whiplash-inducing reversal of the post-FOMC equity market rally as safe haven seeking was in evidence everywhere, with the entire US yield curve dropping and gold and the Japanese yen rising. A special focus on some technical concerns for the Nasdaq 100 index after the sell-off. Elsewhere, we look at the smart recovery in gold, the latest on the natural gas situation in Europe, a batch of equity stories, especially stocks linked to the European car industry, and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic