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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
![Macro and FX: Can the higher for longer narrative continue?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Monday Sep 25, 2023
Macro and FX: Can the higher for longer narrative continue?
Monday Sep 25, 2023
Monday Sep 25, 2023
Last week ended with both equities and bonds lower following the Fed's hawkish message with rates staying higher for longer to deal with inflation and the strong economy which lifted the longer end of the US yield curve. This week key event risks to monitor are the UAW wage negotiations, gasoline prices and more jitter around a potential US government shutdown. US consumer confidence figures tomorrow are also key to track and on Friday the market will get the latest PCE inflation data. Across the Atlantic in Europe, the market will get Eurozone lending survey on Wednesday and the latest inflation figures from Wednesday to Friday. Finally, we talk about China and how Saxo's clients in the APAC region have positioned themselves for a rebound in the Chinese economy through a net positive positioning in Hong Kong equities, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.