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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.
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Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
Today's slide deck: https://bit.ly/2Xw2LNV -
Today, we look at divergent markets as Japanese equities managed to scrape to a new cycle high, while US stocks corrected sharply back lower after the prior day's surge, dragged in particular by social media companies on the de-platforming of Trump and other related issues linked to him politically. Also a look today at Tesla versus NIO, the commodities complex, the status of the US dollar consolidation and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.