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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 May 10, 2021
Monday May 10, 2021
Today's slide deck: https://bit.ly/3hioqnE -
Today we look at the Friday NFP payrolls change shocker and to what degree it deserved the knee-jerk reaction it got, noting that it is very important to focus on the interesting change to the US yield curve in the wake of the data release. Elsewhere, we look at whether steel stocks are set to take over e-commerce stocks from the pandemic lows as industrial metals prices roar. USD, sterling and JPY thoughts and earnings and macro preview for the week also on the call. Today with Peter Garnry on equities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic