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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 Nov 03, 2021
FOMC: taper tantrum in rearview mirror?
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
Today's slide deck: https://bit.ly/3q1VgxF -
Today we look at the long term implications of Republicans winning the Virginia governor race in the US, perspectives on the US bond market after the under-appreciated trauma globally in the short end of yield curves nearly everywhere and whether a bit more calm post-FOMC tonight in rate expectations might open up for more volatility at the long end - which could prove more contagious across asset classes than the big shift in central bank expectations. We also look at the latest on global natural gas market, earnings and more. Today's pod features Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic