4.3M
Downloads
1033
Episodes
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
Friday Feb 17, 2023
Friday Feb 17, 2023
Link to slide deck: https://bit.ly/414Ihem -
Today we look at risk sentiment spooked badly yesterday, first by strong US data, and then later by a Tesla recall announcement that suddenly cratered the most speculative corner of the options market ahead of the weekly expiry for Tesla options today. US 10-year yields are near the pivot highs from late December and ahead of heavy new issuance incoming next week. We also discuss our new luxury theme basket which we think will be a more "pure luxury" collection of companies than many of the broader luxury ETF's out there. The latest in FX, the earnings and macro calendars for the week ahead and more on today's pod, which features Peter Garnry on equities, with John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Click here to open an account with Saxo -
Intro and outro music by AShamaluevMusic