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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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Friday Nov 20, 2020
Mnuchin pulls plug on Fed, market shrugs.
Friday Nov 20, 2020
Friday Nov 20, 2020
Today's slide deck: https://bit.ly/3kNtwXd -
Today we look at reflationary narrative and how it is holding up - or not, especially in the US treasury market, where the longest yields continue to fall. Also a look into the implications of US Treasury Secretary Mnuchin pulling the plug on emergency Fed lending programs, signs of stress in Chinese corporate debt, a fresh look at EV stocks like Tesla, NIO and Nikola and more. Today with Althea Spinozzi on fixed income, Peter Garnry on equities and John J. Hardy hosting and on FX.