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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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Tuesday May 30, 2023
Extreme divergence in equity market internals over last week
Tuesday May 30, 2023
Tuesday May 30, 2023
Link to slide deck: https://bit.ly/3ILNoZJ -
Today, we note the extreme divergence in equity market themes over the last week that is a hidden development underneath the strong performance of the major US indices on Friday. We look at the moderate impact thus far of the debt ceiling agreement-in-principle reached at the weekend, discuss the strong earnings season and few interesting names set to report this week. Energy and the European natural gas market are in focus in commodities while we also try to gauge where we are in terms of timing an eventual recession with US yield-curve and consumer confidence survey indicators. This and more in today's, which features Peter Garnry on equities, Ole Hansen on commodities, with John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Intro and outro music by AShamaluevMusic