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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
Monday May 01, 2023
Market pre-celebrating the Fed pivot. Is it too complacent?
Monday May 01, 2023
Monday May 01, 2023
Link to slide deck: https://bit.ly/3LGbXJm -
Today we look at the US equity market closing up against cycle resistance as earnings season has impressed and as the market seems in a celebratory mood on the prospects for the Fed pivot to a glide path this week after an anticipated 25 basis point hike, currently priced as the final hike for the cycle. Elsewhere, we look at FX, where the JPY continues to suffer a drubbing, and at position in US FX futures, which show the EURUSD position stretched. Notably EURJPY is hitting its highest levels in almost 15 years. Grains, crude oil, incoming earnings reports and the macro calendar for the week ahead and more all on today's podcast, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic