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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.
Episodes
Thursday May 11, 2023
Mean reversion continues: sterling next?
Thursday May 11, 2023
Thursday May 11, 2023
Link to slide deck: https://bit.ly/42s3qj1 -
In today's podcast, we note the market's choppy, but in the end positive embrace of the slightly softer US CPI data point yesterday as US treasury yields eased. On that note, we suggest that a crisis is almost needed to justify the market's forward expectations for the Fed, as pricing of significant easing starting later this year intensified yesterday. Could the debt ceiling issue drive that possible crisis scenario? Elsewhere, we preview today's Bank of England meeting and wonder whether the recent sterling surge means this will drive a "sell-the-fact" moment, as seemingly everything that tries to get moving ends up mean reverting (former EUR strength now erased, former JPY weakness now partially erased, etc..) We also talk Disney's woeful streaming results and much 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.
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