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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
Tuesday Apr 04, 2023
Market shrugs off oil spike, celebrates lower yields
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.
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