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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
Wednesday Jun 29, 2022
Wednesday Jun 29, 2022
Slide deck: https://bit.ly/3nrQTsY -
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Today we look at the US equity market ripping into reverse, in part on a massive slide in the expectations component of the US June Consumer Confidence survey, which has the market marking down Fed expectations slightly and finding safe havens in the US dollar and even treasuries, to a degree. We also look at crude oil not yet really fretting the demand destruction outlook, grains, stocks to watch for the rest of the week, FX themes and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic