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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 Oct 08, 2021
Oops - if only it were so easy
Friday Oct 08, 2021
Friday Oct 08, 2021
Today's slide deck: https://bit.ly/3FvCMKY -
Today a look at a double whammy of direction changes yesterday after energy price relief jolted back to new concerns as oil rushed back toward the highs and as US yields are pressuring at cycle highs ahead of the key event risk of the week - the US September jobs report. We put special emphasis in that report on the average hourly earnings data perhaps even more than the nonfarm payrolls change. Elsewhere, a look at Bunds yields, comparing junk yields in Europe and UK with those in the US, the latest on natural gas, the macro calendar for the week ahead and more. Today's pod features Althea Spinozzi on fixed income, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic