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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
Episodes
Monday Apr 03, 2023
Monday Apr 03, 2023
Link to slide deck: https://bit.ly/3nx9FCy -
Today we look at the strong close for US equities on Friday as they surged into month-, quarter-, and Japanese financial year-end, especially driven by a megacap surge and hype in names linked to the generative artificial intelligence phenomenon. The party was partly spoiled at the weekend on OPEC announcing a surprise cut in production, which triggered a several dollar jolt higher in crude oil prices. Elsewhere, we look at the week ahead on the macro calendar, with the RBA set to meet Tuesday, and look at Tesla's delivery numbers for Q1, grains and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
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Intro and outro music by AShamaluevMusic