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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.
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Thursday Jan 20, 2022
Inflationary pressures continue to add havoc to equities
Thursday Jan 20, 2022
Thursday Jan 20, 2022
Today's slide deck: https://bit.ly/3tGLnae -
Today we talk about Nasdaq 100 futures is touching its 200-day moving average in a critical moment for US technology stocks while the rest of the equity market is feeling the heat from inflationary pressures. Hang Seng futures are up 3.5% on the second rate cut by PBOC this year as Chinese policymakers are trying to smooth the ripples from the slowdown in the real estate sector. Gold is breaking up higher despite higher USD real yields and industrials metals are rallying on extremely tight supply and PBOC's rate cut. We also discuss December's PPI report from Germany showing a blistering change of 24% y/y driven by spikes in heating oil, electricity price, energy and mining. We round off the podcast with a discussion of stocks to watch today, earnings releases expected today with focus on Netflix, and the today's macro calendar. Today's pod features Peter Garnry on equities and Ole S. Hansen on commodities.
Intro and outro music by AShamaluevMusic