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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 Jan 18, 2023
Kuroda is not for turning, but will step down soon
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
Link to slide deck: https://bit.ly/3kpPRzF -
Today, we look at the jolt back to the downside for the JPY after wily Bank of Japan governor Kuroda failed to deliver further policy tweaks and looks set to end his time at the helm in April without offering further policy tightening. Still, the JPY may not sell-off much more beyond the knee-jerk as bond yields are on the decline, keeping spreads to "capped" Japanese yields orderly and even tighter. Elsewhere, we note easign financial conditions and plenty of USD liquidity and whether it has the potential to driver further gains for risky assets and a weaker US dollar. We also dive into the latest on crude oil and metals, and earnings reports and macro data up today in the US. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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