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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 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