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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.
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Thursday Dec 10, 2020
Merely a random ugly down day or a market correction unfolding here?
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Today's slide deck: https://bit.ly/37U761U -
Today we look at movers and shakers in the commodity market, particularly iron ore, which is tearing higher at an accelerating pace lately. But with so much focus on the US megacap stocks and suddenly the worst day for markets in nearly a month, we spent considerable energy looking into what drove the sentiment shift, in particular the new move by US anti-trust authorities against Facebook. The latest on Brexit, thoughts on the ECB and more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.