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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 25, 2023
If you’re not confused, you’re not paying attention
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