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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.
Episodes
Monday May 10, 2021
Slicing and dicing the NFP knee-jerk. Steelmakers for the win?
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