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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
Friday Oct 01, 2021
Only binary outcomes as we have crossed beyond the volatility event horizon.
Friday Oct 01, 2021
Friday Oct 01, 2021
Today's slide deck: https://bit.ly/2ZDl1sK -
Today we look at US equity market that has gone over the edge technically and what could come next, given that we have crossed into a volatility event horizon that seems to almost guarantee either a further and accelerating swoon or an almost equally volatile market bounce. We also look into contributing factors that both aggravated the scale of the bull market off the pandemic low and why a sizable percentage of the gains since then are in mortal danger - especially due to the limitations of the physical world and the spiking price of energy, which policy makers can't so easily address as they can liquidity. Today's pod features Saxo CIO Steen Jakobsen, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic