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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 Feb 23, 2021
Is the bubble popping?
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.