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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.
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Friday Jan 15, 2021
Markets rolling over despite $1.9trn stimulus plan and dovish Powell
Friday Jan 15, 2021
Friday Jan 15, 2021
Today's slide deck: https://bit.ly/2XKc8JI -
Today, we look at markets rolling over across all asset classes despite Biden's $1.9trn stimulus plan and a dovish Fed chair Powell saying interest rates will not be hiked anytime soon unless something dramatic happens to inflation. Markets are questioning whether large parts of the stimulus plan can get through US Congress and as result equities and yields are lower today. We also discuss the Trump administration's blacklist of Xiaomi and earnings today from major US banks such as JPMorgan Chase and Citigroup. We also discuss fading momentum in commodities and especially in crude oil as the reflation trades are pausing for now. Today on the call are Peter Garnry on equities and Ole Hansen hosting and on commodities.