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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
Friday Apr 08, 2022
Gray rhino watching in France this weekend
Friday Apr 08, 2022
Friday Apr 08, 2022
Today's slide deck: https://bit.ly/37yqHIM -
Today we discuss the French presidential election risk exploding onto the market's radar screens this week and the gap-risk for the euro and other assets over the weekend if the right populist Le Pen posts a strong showing in the first round. Any indication that Le Pen has rising odds of becoming the next French president is a proper Gray Rhino event that would act as a powerful check on the recent EU narrative of tighter EU integration post the Russian invasion of Ukraine and will have European investors holding their collective breath over the next two weeks until the second round vote. We also talk crude oil, natural gas at near-14-year highs in the US, grains, earnings season kicking off next week and more. 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