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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.
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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.