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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
Tuesday Jun 06, 2023
Market gives Apple’s Vision Pro a thumbs down
Tuesday Jun 06, 2023
Tuesday Jun 06, 2023
Link to slide deck: https://bit.ly/3Ne8get -
Today, we note that the US equity market rally looks remarkably extended after a more than 30% advance in the Nasdaq 100 year-to-date. We also offers some thoughts on, and look at the interesting market reaction to Apple's announcement of its Vision Pro "mixed reality" headset. In commodities, the focus is on the crude oil market after the weekend OPEC+ meeting and new cuts announced there, while we note the forward risks for grains on weather concerns and deteriorating crop condition for corn in the US. In FX, the RBA announced the second consecutive surprise hike and AUDUSD is trading at critical resistance. This and more in today's pod, which features Peter Garnry on equities, Ole S. Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic