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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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Thursday Aug 20, 2020
Markets stumble over FOMC minutes
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.