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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 May 06, 2022
Friday May 06, 2022
Slide deck: https://bit.ly/3LS5h8E -
Today we look at the vicious swing back to risk aversion as the squeeze after a less hawkish than expected FOMC meeting failed even to hold for 24 hours. We ask whether Tesla is the last holdout for retail bulls and where to look for a technical capitulation there. We also discuss the implications of Chinese leader Xi doubling down on China's "dynamic zero Covid" policy, including on commodities, look at signs of a weak consumer sector in Europe, break down the ugly slide in sterling after an extremely downbeat Bank of England and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic