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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 Oct 05, 2021
Has equity market sell-off really even started?
Tuesday Oct 05, 2021
Tuesday Oct 05, 2021
Today's slide deck: https://bit.ly/3BdZEMz -
Today we look at the issues that continue to dog this market, with a fresh rush higher in energy prices across the board in the wake of a OPEC+ meeting, as crude oil prices cleared 7-year highs, the US debt ceiling issue still an open question, Japanese equities deflating on new Prime Minister Kishida, and Facebook's no-good, very bad day/week. We also argue that this sell-off may not have even really gotten started, judging from the forward VIX curve. We also look at PepsiCo as a compelling bellwether, signs of a wobble in EM corporate credit and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic