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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.
Episodes
Thursday Oct 22, 2020
Thursday Oct 22, 2020
Today's slide deck: https://bit.ly/35oQP3Q -
Today we look at a nervy US session as stimulus uncertainty remains and on unsettling accusations of US election meddling. In FX, sterling and the yen caught fire yesterday as the US dollar remains weak. For commodities, we look at the longer term outlook and in equities, we talk Tesla and Snap earnings as both companies smashed it out of the park in Q3. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.