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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.
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Friday Mar 05, 2021
Powell shrugs off yield rise, triggering fresh market tantrum
Friday Mar 05, 2021
Friday Mar 05, 2021
Today's slide deck: https://bit.ly/3bjKuuN -
Today we unpack what unfolded yesterday, as Fed Chair Powell failed to provide the reassurance that the market was looking for on the recent sharp rise in Treasury yields, and ponder what happens next. The equity market lurched into a broad decline, led once again by the most speculative and yield-sensitive stocks, the USD spiked and treasuries closed at their highest yield levels for the cycle. Elsewhere, we look at why oil spiked higher on the same day, as markets provided a heady mix of developments, with another nervous day for markets likely ahead. On today's call were Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.