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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 Jan 09, 2023
Monday Jan 09, 2023
Link to slide deck: https://bit.ly/3k0mbcf -
Today we look at the mixed US jobs report on Friday and more importantly, the wild reaction to a very weak December ISM Services survey, while we question whether a single data point deserves such a strong reaction function. Regardless, the market took down US treasury yields and the US dollar in the wake of the data. Elsewhere, the market is scrambling to absorb the remarkable policy shift out of China, with metals, AUD and especially CNH firming further. A look at stocks to watch, perspective on the big US banks as they are the first to report for the upcoming earnings season on Friday. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic