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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.
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Thursday Aug 20, 2020
Thursday Aug 20, 2020
Today's slide deck: bit.ly/34gVia3 -
Today we look at why the markets stumbled on the release of last night's FOMC minutes, which seemed to show lukewarm enthusiasm for yield-curve-control policy. The most interesting reaction may have been in FX, where the USD backed up sharply after the prior tumble. In commodities, copper is gunning at interesting levels. On today's call are Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.