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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
Monday Nov 02, 2020
Monday Nov 02, 2020
Today's slide deck: https://bit.ly/34Layvv -
Today we look at the market action heading into this week as risk sentiment ex Asia remains in the dumps on new Covid-19 lockdowns and possibly on jitters ahead of the US election. A look at the steepening US yield curve and the drivers there and thoughts on the USD and AUD ahead of the US election and RBA meeting. Today with Althea Spinozzi on fixed income, Peter Garnry on equities, and John J. Hardy hosting and on FX.