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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
Friday Jan 29, 2021
Friday Jan 29, 2021
Today's slide deck: https://bit.ly/3osHI9X -
Today, we take a crack at breaking down the market action of the last few days and especially why the most-shorted-stock basket is negatively correlated with the broader market, while also making the case that a fading away of the short squeeze phenomenon may not necessarily lead to quieter markets again. Also, a look at USDJPY's odd behavior, the speculative attack on silver positions yesterday and much more. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.