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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
Friday Mar 25, 2022
Quarter end rushing into view as markets at tipping point
Friday Mar 25, 2022
Friday Mar 25, 2022
Today's slide deck: https://bit.ly/3LccMqa -
Today we look at the US market poised at critical market resistance as the Powell Fed has yet to get ahead of the curve, constantly one step behind. If the market doesn't roll over here, the risk could rise of an escalation from the Fed to establish credibility. We imagine what that could look like while also mulling the current status of financial conditions, risks of portfolio rebalancing into quarter end after a brutal quarter for bonds and fresh signs of an extremely tight US labor market. Preview of earnings and macro calendar event risks for next week and more are also on the today's pod, which features Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic