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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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Friday Feb 12, 2021
Friday Feb 12, 2021
Today's slide deck: https://bit.ly/3jG1iP8 -
Today we discuss whether, with conditions about as good as they can possibly get and ever have been historically, it is time to hedge risk exposure and take a few chips (or more) off the table. We also drill into Disney earnings, the Bumble IPO, why gold is struggling for air and oil should be struggling for air and a look at whether EURUSD could stay capped here. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.