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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
Monday Apr 24, 2023
Monday Apr 24, 2023
Link to slide deck: https://bit.ly/3LoIaEG -
Today we look at global markets in very different places as slumping commodities are a huge question mark on the quality of the recovery and the China re-opening story, while Europe has gunned to within reach of all time (non-inflation adjusted) highs. Meanwhile, the debt ceiling concern level continues to intensify while we try to identify the next steps this week that will determine whether the odds for a mishap are rising or falling. For equities, this week brings the heart of earnings season, with a long list of megacaps and bellwether names reporting. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic