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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
Wednesday Oct 19, 2022
Keeping it simple: US long Treasury yields hitting new highs
Wednesday Oct 19, 2022
Wednesday Oct 19, 2022
Today's slide deck: https://bit.ly/3g8tlJg -
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Today we look at another choppy US equity market session, with a fresh rally attempt in late trading on far better than expected Netflix results and guidance. That rally is unlikely to persist as long as US treasury yields continue to set new highs for the cycle, as they did briefly this morning. The very weak JPY and fresh CNH weakness are key topics in FX as we also look at the key earnings coming up on our radar, especially Tesla. This and much more on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic