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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 Sep 17, 2021
High stakes on FOMC week ahead as US yields, USD poke back higher.
Friday Sep 17, 2021
Friday Sep 17, 2021
Today's slide deck: https://bit.ly/2YW7DzC -
Today we look at the wave sent out by the US dollar and US yields poking back higher on a strong US Retail Sales report for August, even if the move was modest and the 10-year benchmark remains rangebound. Also, the latest on freight shipping rates, natural gas, China's Evergrande contagion risk, impact of Chinese policy shift on European luxury goods makers and much 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