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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 24, 2020
RNC Convention and Powell Speech in focus this week
Monday Aug 24, 2020
Monday Aug 24, 2020
Today's slide deck: bit.ly/2QlO9gd -
Today we look at the strong equity market narrative versus the alarming lack of market breadth in the US, as the megacap rally continues to diverge from the weaker broader market. Elsewhere, we focus on the interesting week ahead, as the Republican convention gets under way to day and on Thursday, we await Fed Chair Powell's presentation of the Fed's comprehensive policy review. Agricultural markets interesting also heating up. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy on FX.