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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
Monday Oct 23, 2023
Macro and FX: USD strength to get tested
Monday Oct 23, 2023
Monday Oct 23, 2023
The US economy has been the big positive this year defying every forecast but can this exceptional run in the US economy continue? We discuss that and also what this week's US GDP and PCE reports could mean for the USD. In today's podcast we also discuss carry trades in CHF and MXN, and the upcoming ECB rate decision on Thursday which is expected to be a non-event. UK jobs report is out tomorrow ahead of next week's BoE meeting. Finally, we talk about the Australian economy and the upcoming inflation report and how it could move the AUD, with Charu Chanana and Peter Garnry.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.