4.6M
Downloads
1113
Episodes
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
Tuesday Apr 12, 2022
For stocks, is this 2008 USA or 1922 Germany or 1923 Germany?
Tuesday Apr 12, 2022
Tuesday Apr 12, 2022
Today's slide deck: https://bit.ly/38Lgauf -
Today's podcast looks at the latest weak session for global equity markets, the potential mindset on inflationary risks having possibly pivoted as shown in the US yield curve as the Fed may be irrevocably behind the curve for now. What this could mean for equities in terms of historic market parallels is explored - particularly the interesting way that German equities were valued during the varying phases of the early 1920's hyperinflation. Today's pod is a one-man show with John J. Hardy, head of FX Strategy.
Intro and outro music by AShamaluevMusic