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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
Wednesday Feb 22, 2023
Helmets on as yields pressure, stocks plunge
Wednesday Feb 22, 2023
Wednesday Feb 22, 2023
Link to slide deck: https://bit.ly/3KupfIF -
Today we break down the worst session in US equities in some two months, as traders finally wake up to the risks of higher treasury yields, but also possibly on concerns that wage pressures may drive a negative impact on corporate margins. On that front, interesting to note the market reaction to Walmart and Home Depot earnings and guidance. A look at FX themes, earnings and macro data ahead and more also on the today's pod, which features Peter Garnry on equities, with John J. Hardy hosting and on FX.
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