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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
Thursday Oct 06, 2022
Thursday Oct 06, 2022
Today's slide deck: https://bit.ly/3yk6Bwk -
Saxo Q4 2022 Quarterly Outlook: Winter is Coming -
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Today we note that the action in yesterday's session seemed to largely shred the central bank pivot narrative, not only because of a robust US ISM Services survey for September, but also as the reaction function across markets, with still resilient equities as yields rose sharply again didn't fit the narrative. We also look at whether bonds are offering solid value here, particularly at the shorter end of the yield curve, discuss Shell's profit warnings yesterday as an interesting harbinger and look at important variables to watch if the Fed is ever to begin pivoting (plot spoiler: not soon). Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic