4.4M
Downloads
1067
Episodes
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
Friday Apr 29, 2022
Friday Apr 29, 2022
Slide deck: https://bit.ly/3OJdVbo -
Today we look at whiplash for US equity traders as sentiment rallied strongly yesterday from depressed levels, only to have a ton of bricks dropped on the market by a very weak Amazon report, all while hopes for Chinese stimulus in the background drove strong sentiment in Asia. We also discuss Apple's supply chain concerns, the outlook for energy given the ongoing lack of investment, fresh spikes in fuel prices, financial conditions, a big week ahead for macro as the FOMC announcement is up next Wednesday, with today's US PCE inflation data for March one of the last big macro data points ahead of that meeting. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic