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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
Thursday Jan 14, 2021
Thursday Jan 14, 2021
Today's slide deck: https://bit.ly/3bCLPgN -
Today, we look at Biden's possible large stimulus plans, where the Fed can make a policy mistake once we get post-Covid vaccine and how the market is already second guessing the Fed's forecasts on the timing of the first hike, whether the market is under-estimating the potential for a stock like Delta Airlines in 2022 and beyond, oil and commodity markets, especially the interesting dips in Chinese commodity purchase in December, and much more. Today on the call are Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.