4.6M
Downloads
1113
Episodes
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 Dec 16, 2022
Santa rally becomes the Santa rout
Friday Dec 16, 2022
Friday Dec 16, 2022
Today's slide deck: https://bit.ly/3UZqbGx
Click here to open an account with Saxo -
Today we look at an ugly day for global equity markets, with a bloodbath in Europe yesterday on a suddenly over-ambitious ECB that surprised with maximum hawkishness and spiked European rates, even if this ECB will hardly be able to carry out significantly more tightening than its global central bank peers from here. The Bank of England, meanwhile, surprised on the dovish side, taking down sterling several notches. We also look at natural gas and commodity backwardation perspectives, an interesting signal from First Quantum Mineral's run-in with Panama's government, earnings for the week ahead and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here.
Intro and outro music by AShamaluevMusic