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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
Tuesday Jul 05, 2022
RBA hikes and inflation trades are back
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
Slide deck: https://bit.ly/3bQ2WxY -
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Bond yields are climbing together with global equities on the back of an upside surprise to inflation in South Korea and better than expected PMI figures out of China bolstering growth/inflation trades. RBA hiked 0.5% point taking the the cash rate to 1.35% lifting the AUD as the central bank is still aiming to cool the economy and inflation. We also talk about the natural gas situation in Europe, which is getting worse, and SAS filing for Chapter 11 in New York this morning after failing to strike a new deal with 1,000 pilots. Today's pod features Peter Garnry on equities and Ole Hansen on commodities.
Intro and outro music by AShamaluevMusic