4.4M
Downloads
1064
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
Friday Mar 18, 2022
Friday Mar 18, 2022
Today's slide deck: https://bit.ly/3CRCZat -
Today we wonder whether the witching of colossal options exposure in the US will provide a market pivot, we look at portions of the US yield curve inverting, dovish BoE guidance, a massive dovish blast from the Bank of Japan, FedEx demonstrating the difficult operating environment as margin pressures weigh, freight rates, crude oil, earnings and macro calendar next week and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic