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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
Monday Mar 15, 2021
Pivotal week ahead as US yields at cycle highs
Monday Mar 15, 2021
Monday Mar 15, 2021
Today's slide deck: https://bit.ly/3vkveWF -
Today we look at the US treasury market closing last week at new cycle highs and the pivotal week ahead, as US stimulus checks hit the street this week and the FOMC meeting on Wednesday will see the latest Fed policy forecasts and possible other moves. We also look at whether travel stocks are over-anticipating the coming bounce-back in activity, gold showing an interesting change of behavior on Friday, AUD dropping on Chinese iron ore production signals and much more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.