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
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Today's slide deck: https://bit.ly/3ca5W5M -
Today we look at the significant move lower in the kiwi and why we should pay attention to the very loud signal from the New Zealand government as the sign of the new reality in the post-pandemic era. We also delve into equity technicals in the US and China, look at commodities market moves, particularly in metals, discuss the future of hydrogen, Adobe as the poster child of growth equity valuation as it reports later today, and much more. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.