4.6M
Downloads
1113
Episodes
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 Jun 15, 2021
Stocks and treasuries diverge ahead of FOMC
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
Today's slide deck: https://bit.ly/3wtBf3f -
An interesting day yesterday that was out of synch with recent market behavior as US treasuries sold off sharply while tech and green transformation stocks rallied quite strongly on the day, posting new highs for the Nasdaq 100 and S&P 500 indices and suggesting little fear that the Fed is about to wax hawkish at tomorrow's FOMC meeting. We delve into recent drop in some commodity prices, oil, Gilts, how Oracle has grown its stock while not growing its revenue much in recent years and much more. On today's pod were Peter Garnry on equities, Althea Spinozzi on fixed income, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Intro and outro music by AShamaluevMusic