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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.
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Friday Feb 12, 2021
Stay careful out there, as conditions simply look too good
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.