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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 Feb 23, 2021
Tuesday Feb 23, 2021
Today's slide deck: https://bit.ly/3aMIrPL -
Today we break down yesterday's downside acceleration in the most speculative pockets of the US equity market and ponder the likely correlations with the crypto space, which has suffered enormous volatility this week. Elsewhere, has the ECB already shot across the bow on yield-curve-control and what will Powell say, if anything on Capitol Hill today on the status of markets, particularly the treasury market? A look at the continuing heady action in commodity markets and the crosscurrents in FX also on the call. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.