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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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Friday Jan 08, 2021
Notes of caution after another surge of optimism
Friday Jan 08, 2021
Friday Jan 08, 2021
Today's slide deck: https://bit.ly/3s8elwv -
With US President Donald Trump conceding that Biden is set to take charge, and with anticipation of new large US stimulus checks in the works in the early days of his administration, markets are in a fine mood on the implications for this stimulus feeding liquidity and the global economy. Today we still urge some level of caution, especially as long bond yields continue to rise, a development that is supporting the US dollar and whacked gold back below 1,900 this morning. On today's call are Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX.