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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
Thursday Jan 07, 2021
Market shrugs off the mob on Capitol Hill, toasts the stimulus checks
Thursday Jan 07, 2021
Thursday Jan 07, 2021
Today's slide deck: https://bit.ly/3oqAsMo -
Markets largely looked away from the Trump mob storming Capitol Hill and instead chose to toast the implications of the two Georgia Senate run-off races falling in the Democrats' favour on Dem promising new $2,000 stimulus checks when the new Congress meets. We also look at the most important development across markets: the sharp break higher in long US yields, and look at the implications. Elsewhere, we note Chinese market underperformance overnight on the risk of US moves against major Chinese companies. Today on the call are Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX