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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 Mar 03, 2023
Friday Mar 03, 2023
Link to slide deck: https://bit.ly/3SJstKl -
Today we discuss the lack of conviction in the market after the action spilled lower below the 200-day moving average but failed to follow through and backed up to close the session higher, despite fresh pressure from rising yields, as the 10-year treasury benchmark took out the 4.00% level. In equities, a breakdown of what European equities have to offer relative to US equities. In commodities, focus on gold and natural gas. A look at the week ahead calendar for both earnings and especially macro as well. Today's pod features 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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Intro and outro music by AShamaluevMusic