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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.
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Thursday Sep 03, 2020
Signs of market fragility in hottest equity names
Thursday Sep 03, 2020
Thursday Sep 03, 2020
Today's slide deck: https://bit.ly/2EWcBme -
Today we look at signs of an increasingly fragile market as major speculative names like Tesla and Apple suffered enormous volatility yesterday even with a positive market backdrop. We also note the stress on the commodities complex, particularly oil for once, as the USD has notched higher. Much more on the call as we round up the markets and look at the agenda for coming days. Today with Ole Hansen on commodities, Peter Garnry on equities and John J. Hardy hosting and on FX: