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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
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
Today's slide deck: https://bit.ly/2JOzg66 -
Today we look at the ongoing complex reaction to the possibility that an efficacious Covid-19 vaccine may roll out in the coming year, the markets violent internal adjustments to that possibility and other interesting stories, especially when and whether Trump will ever concede and when the market starts to fret on that front, China's move against some of its monopolies, the RBNZ moving away from signaling a negative rate policy, gold, oil, and more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.