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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
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Link to slide deck: https://bit.ly/3LqrFbg -
Today we look at the most rangebound US market since late 2021 and wonder what will spark the next momentum move in either direction as we note the confusing evidence that various macro data points are throwing off about the US economy. We also note the increasingly downbeat earnings outlook from analysts and the huge incoming load of earnings reports, including from Microsoft and Alphabet today after the close. In commodities, we look at investor flows and the latest declines in wheat prices, while the weak US dollar is really mostly a strong Euro at the moment. 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