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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
Monday Oct 12, 2020
Monday Oct 12, 2020
Today's slide deck: https://bit.ly/2SLCZCP -
Today we look at the very positive market sentiment as traders bet on incoming US stimulus even after the latest talks between the Trump administration and the Democrats failed to result in agreement. We also look at rising grain prices, preview the week ahead as US earnings season gets under way in earnest this week and much more. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.