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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
Monday Jun 14, 2021
It's FOMC week, as market ponders taper talk and forecast shifts.
Monday Jun 14, 2021
Monday Jun 14, 2021
Today's slide deck: https://bit.ly/3gkw8wI -
'Today we wrap up Friday's positive action in the equity market as we continue to note that US treasuries may be a barometer for excess liquidity, not the market's assessment of inflation risks or the growth outlook. In FX, it was curious to see a sharp USD move higher when nothing else was afoot, perhaps a nod of the head at whether the FOMC is set for a talking up an eventual taper move and the unavoidable forecasts adjustements at Wednesday's meeting. Elsewhere, energy is picking up more investor focus than metals and grains, a couple of big and interesting names are reporting earnings this week despite the thin calendar, and in EM, Turkey is a major focus this week. On today's pod were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic