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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 Mar 21, 2022
Monday Mar 21, 2022
Today's slide deck: https://bit.ly/3woFAHY -
Today we break down last week's remarkable comeback in global equity markets, although one that still leaves many prominent sectors down on the month-to-date. An extra focus on commodities today as the trauma suffered in the markets after the Russian invasion of Ukraine triggered not only tremendous volatility, but a significant reduction in open interest. The US dollar is also at a pivotal spot after last week's action. This and more in today's pod, which features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic