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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.
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Friday Mar 12, 2021
Friday Mar 12, 2021
Today's slide deck: https://bit.ly/2OrR0XN -
Today we look at the latest huge pump in US equities that has yielded to a significant dump overnight as US long treasury yields are poking at the highs for the cycle again. Also on the agenda - contrasting Volkswagen's rising star with Tesla's recent plunge, the euro and the ECB's dilemma with its PEPP programme, thoughts on credit and especially on why next week could prove a very volatile one, with the FOMC meeting and BoJ meeting and policy review on tap as US stimulus checks begin hitting the street - and the equity market as well. Today's call was with Althea Spinozzi on fixed income, Peter Garnry on equities, and John J. Hardy hosting and on FX.