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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 Oct 24, 2022
Hang Seng delivers a vote of no confidence in Xi’s 3rd term
Monday Oct 24, 2022
Monday Oct 24, 2022
Today's slide deck: https://bit.ly/3TNyogN -
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Today we look at the zany session that developed on Friday across not just USDJPY but all markets in the wake of apparent heavy official intervention from Japan, although sources there are playing coy with their communication on the issue. We also discuss a vicious further slide in the Hang Seng index as investors vote no confidence in the signals emanating from the CCP party congress ahead of Xi's third term. A look at natural gas, copper, earnings season hitting fever pitch this week, the macro calendar for the week ahead and more in today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX.
Intro and outro music by AShamaluevMusic