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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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Wednesday Aug 26, 2020
Wednesday Aug 26, 2020
Today's slide deck: bit.ly/34v90pP -
Hurricane Laura in the Gulf of Mexico is set to make landfall tomorrow as a major storm and its track is critical for whether the impact for financial markets is minimal or significant. Elsewhere, treasuries are under pressure ahead of a major Powell speech tomorrow that will almost have to make a significant impact even if the Fed chair delivers the message the consensus expects. Ant Group, Apple and much more on the call. Today with Peter Garnry on equities, Ole Hansen on commodities and hosting, John J. Hardy.