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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
Monday Dec 07, 2020
Global equity market valuation warning
Monday Dec 07, 2020
Monday Dec 07, 2020
Today's slide deck: https://bit.ly/3mQfjur -
Today we look at how global equity markets are priced for perfection, suggesting that any slip-up in the optimistic narrative could lead to considerable new volatility. Also, a look at China's currency trading at new highs overnight, thoughts on sterling post-Brexit, grains, commodity traders' positioning, AirBnB and DoorDash IPO's and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.