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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
Friday Oct 15, 2021
Market goes vertical
Friday Oct 15, 2021
Friday Oct 15, 2021
Today's slide deck: https://bit.ly/3vgcw2P -
Today we look at an equity market that is in melt-up mode after key resistance fell away in major US equity indices and as tamed long US yields and a weak US dollar are adding fuel to the fire. We fail to see yields heading much lower still without indicating something rather ominous. Elsewhere, a breakdown of the movers and shakers in FX, Bunds over-correcting on growth downgrades for Germany (because of supply constraints, not weak demand), credit, and today's key data points - especially the inflation expectations part of the University of Michigan sentiment survey, which reveals interesting possible source of a seemingly strong economy with weak sentiment. Today's pod features Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic