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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
Tuesday Feb 15, 2022
Geopolitics headlines improve, but here comes fresh yield spike risk?
Tuesday Feb 15, 2022
Tuesday Feb 15, 2022
Today's slide deck: https://bit.ly/3gNULS0 -
Today, we look at the latest headlines from the Russia-Ukraine showdown improving the tone for risk sentiment as German Chancellor Scholz is in Moscow today for talks with Russian president Putin. We discuss the viciously flattening US and UK yield curves, the time window possibly closing soon for a Fed emergency rate hike, and where we are looking next for yields. We also note the deteriorating situation for credit, a vital component of financial conditions. The strength in gold, earnings and macro calendar and more in today's pod, which features Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic