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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
Friday Mar 31, 2023
Friday Mar 31, 2023
Link to slide deck: https://bit.ly/3nCn9gi -
Today we look at the narrow slice of companies, especially the market cap heavyweights that are taking the big US indices higher, while we note that all does not look well beneath the surface. We also break down the somewhat incoherent market view on the Fed vs. equities, as Fed rate cuts later this year would seem to require a rapid deterioration of the economic outlook. A look at Tesla and CATL looking to build batteries in the US, Netflix news, the busy economic calendar for the week ahead and more. Today's pod 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