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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 May 17, 2022
Interesting divergences in a temporarily quiet market
Tuesday May 17, 2022
Tuesday May 17, 2022
Slide deck: https://bit.ly/3NfKsUQ -
Today we note the interesting and remarkable divergences in market internals yesterday despite the nominally uneventful session, one that saw VIX volatility continuing its freefall back into the range. We highlight widening corporate bond spreads as a concern, run through the latest on grain prices and copper, talk Tesla's weak performance, stocks and earnings to watch today, FX themes and gold, and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic