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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
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
Link to slide deck: https://bit.ly/3Ubf7r1 -
Today we struggle a bit with the market backdrop, as equities pulled back higher to post new local highs in places despite the huge surge in crude oil prices after the weekend OPEC cut announcement, perhaps as treasury yields wilted on the back of a weak ISM Manufacturing survey out of the US. More important incoming data lies ahead. We check in on FX after the RBA hold on further tightening overnight, discuss the crude oil market after the huge weekend gap, talk gold and wheat, and look at stocks to watch, including miner Teck Resources and biotech name Illumina. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic