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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 Nov 24, 2020
Janet Yellen as Treasury Secretary: when doves fly.
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Today's slide deck: https://bit.ly/3pVC8yB -
The market in a positive mood today after late developments yesterday, including news that US president-elect Biden is set to nominate former Fed Chair Janet Yellen as Secretary of the Treasury and after Trump late yesterday ordered a key agency to prepare for a presidential transition, even as he vowed to fight on against the election result. We look at the implications of Yellen as Treasury Secretary, talk emerging markets and the US dollar, why gold corrected so sharply yesterday and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.