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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 Jun 09, 2021
Wednesday Jun 09, 2021
Today's slide deck: https://bit.ly/2RzJzzc -
Today we look at a very quiet market, but with the general sense that investors are holding their breath for next week's FOMC meeting, where despite all of the inflation talk and signs of a white-hot US economy and massive demand for labor, the Fed rate expectations are pegged near multi-month lows. For crude oil, we look at factors completely outside of fundamentals that could be helping the oil market rally here as both Brent and WTI have posted new highs for the cycle. Much more on the call, including the much cloudier fiscal outlook in the US. On today's pod were Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic