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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
Episodes
Thursday Aug 25, 2022
Thursday Aug 25, 2022
Today's slide deck: https://bit.ly/3dOkOtP -
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As we wait for the Fed Chair Powell speech at Jackson Hole and whether he can really bring anything new to the table, we look at the latest pressure on the already dire energy situation in Europe, the surprise indication from Japan of a strategic move in favor of nuclear, the latest earnings reports from Nvidia, Salesforce and Snowflake, and earnings reports ahead. In FX, we focus on the possible current account focus and possible repricing of AUDNZD significantly above its range of the last many years. 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