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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
Wednesday Mar 15, 2023
Nervous calm doesn’t feel very stable here
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
Link to slide deck: https://bit.ly/3lddufp -
Today we look at the market's attempt to piece together some calm after the sudden trauma and lightning official response/bailout of depositors after the SVB bankruptcy. We highlight the need for more time to assess the fallout, continuing to note the longer term risks to credit transmission if recent events have served as a wake-up call for depositors, who have yet to demand higher returns on their savings. A look at earnings and macro data on watch through next week's FOMC meeting as well. Today's pod features Garnry on equities, with 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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