4.3M
Downloads
1033
Episodes
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
Monday Mar 27, 2023
Monday Mar 27, 2023
Link to slide deck: https://bit.ly/3JQz81z -
Today we look at the market trying to breathe a sigh of relief, but with concerns lingering, not only on the risk of another round of bank turmoil as the weakest links may be in commercial real estate and real estate exposures, but also on the likelihood that this latest crisis has brought the recession forward via an incoming credit crunch. We delve into earnings for the week ahead, commodities positioning and precious metals, FX themes and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Click here to open an account with Saxo -
Intro and outro music by AShamaluevMusic