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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
Monday Jan 23, 2023
Mixed signals ahead of US earnings blast
Monday Jan 23, 2023
Monday Jan 23, 2023
Link to slide deck: https://bit.ly/3wkQ0XV -
Today we look at Friday's strong resurgence in US equities, which came after a seeming strong rejection of the rally into pivotal levels in the US S&P 500 index. This leaves market technicals in limbo ahead of the blast of earnings reports from large US companies this week and next. We also discuss confusing macro signals as financial conditions continue to ease, although treasury yields have pulled back from their recent slide. Also on the pod: the latest positioning data in commodities markets, natural gas on colder weather, wheat and coffee under pressure, JPY weaker, a look ahead at this week's busy earnings and less busy macro calendar 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.
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