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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 Nov 18, 2020
On Bitcoin, booby traps for Biden and too-bullish sentiment?
Wednesday Nov 18, 2020
Wednesday Nov 18, 2020
Today's slide deck: https://bit.ly/3lFTPzW -
Today we look at a recent massive jump in bullish sentiment in the US and whether this is a contrarian signal, thoughts on why Bitcoin is rising so aggressively, the weak US dollar, big moves in 'beans and coffee, spiking container rates and the string of booby traps Trump is trying to lay ahead of a Biden presidency. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.