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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.
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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