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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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![Is the narrative on the economy and interest rates about to change?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Friday Jun 30, 2023
Is the narrative on the economy and interest rates about to change?
Friday Jun 30, 2023
Friday Jun 30, 2023
Link to slide deck: https://bit.ly/3pyvWBh -
Today we question whether the treasury market's sharp reaction to yesterday's strong US weekly initial jobless claims and jump in yields reveals that the market is very poorly prepared for a change of the narrative: one that suggests the economy remains strong rather than heading toward a soft landing. All eyes on the long end of the US yield curve! If financial conditions are set to tighten and next week's data proves strong, the US dollar could be set for a significant further surge higher and volatility could pick up from the quite low levels of late. We also discuss ASML's drop, Nike's results, equity market valuations, grains and gold and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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