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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 Aug 30, 2021
Powell waxes maximum dovish at Jackson Hole, but how long will it matter?
Monday Aug 30, 2021
Monday Aug 30, 2021
Today's slide deck: https://bit.ly/3sVksoW -
Today we look at Fed Chair Powell's Jackson Hole speech, at which he waxed about as dovish as was humanly possible in laying out the Fed's case that inflation will prove transitory. We challenge that notion and question whether the market reaction on the back of the speech will stick beyond the nearest term when we look at how Q4 may shape up for the US treasury market. A look at earnings this week, Hurricane Ida concerns, highlights of the busy economic calendar for the week ahead and more are also on today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic