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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
Thursday Aug 04, 2022
Market is not ready for stagflation
Thursday Aug 04, 2022
Thursday Aug 04, 2022
Slide deck: https://bit.ly/3zW1dk7 -
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Today we look at the market reaction to surprisingly strong ISM Services survey for July, which was completely at odds with the very weak July S&P Global Services PMI. We also discuss the implications and lack of confidence in the meaning of a new record inversion of the yield curve yesterday, especially vis-a-vis the risk of complacent forward assumptions on inflation normalizing. In particular, the market appears totally unprepared for stagflationary outcomes. We also discuss Europe's rumbling energy crisis, key equity stories and more. Today's pod features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic