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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 Apr 05, 2022
How high can the froth take us?
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Today's slide deck: https://bit.ly/3DDwhW9 -
Today we look at a frothy US equity market as traders react to Elon Musk's move to acquire a significant portion of Twitter, Cathie Wood and the absurd idea of $12 oil, the irony of easing market conditions when key financial conditions are rapidly tightening and are set to tighten further in the months ahead. We also look at falling container rates, the latest on the crude oil and wheat outlook, what is moving FX, including the Australian dollar, nominal equity market returns versus real returns and more. Today's pod features Peter Garnry on equities, Ole Hansen on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic