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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 Sep 02, 2022
Friday Sep 02, 2022
Today's slide deck: https://bit.ly/3KFFosG -
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Today we discuss the US market finding support at a very technical level yesterday ahead of today's US August jobs report. US Treasury yields continue to ratchet higher, particularly at the longer end of the yield curve, suggesting that resilient data is beginning to register on yields. We also discuss the US government blocking NVidia from exporting some chips, why gasoline prices are plunging while diesel prices remain resilient, the latest on Natural Gas, today's US August jobs report and where to look for surprises there. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic