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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
Wednesday May 12, 2021
Market tries to bounce before and after further trauma in Asian session
Wednesday May 12, 2021
Wednesday May 12, 2021
Today's slide deck: https://bit.ly/3bkFndf -
Today we assess the bounce in the most speculative corners of the market starting around the US equity open yesterday, while the broader market failed to bounce as much and Asian suffered a bit of trauma overnight, centered on Taiwanese stocks and specifically TSMC. Elsewhere, a run-down of developments in fixed income as EU yields are pushing on the key levels at cycle highs even without notable pressure from the US, look at key event risks today for US treasuries and broader markets, rundown crypto, oil and carbon emissions markets and much more in this action packed pod with Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic