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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
Monday Feb 14, 2022
Monday Feb 14, 2022
Today's slide deck: https://bit.ly/3rOGGdq -
Today, we look at the impact across markets after Friday saw the US warning of an imminent Russian invasion of Ukraine, an intention Russia denies. German Chancellor Scholz is headed for Kyiv today and to Moscow tomorrow for talks. The headline risk has been ratcheted sharply higher with the latest escalation in tensions, and market participants will need to tread carefully. We also look at Russia's global weight in key commodities and look at the event risk calendars for the week ahead, as traders will also struggle to disentangle geopolitical tensions with concern on how rapidly policymakers intend to tighten financial conditions. Today's pod features Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic