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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
Tuesday Dec 22, 2020
Special Edition: Equity valuation and interest rate sensitivity
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
Slide deck: https://bit.ly/3aAVSm2 -
In this Special Edition of the Saxo Market Call podcast, Head of Equity and Quant Strategy Peter Garnry takes us through a compelling look at the valuation of the equity market and different perspectives on the momentum versus value question, how incredibly sensitive many stocks are to any shift in interest rates and what happens if yields rise, if inflation rises and perhaps most interestingly, what happens if yields want to rise more but the Fed will not let them rise further and imposes yield caps. John J. Hardy hosts.